Filed June 18, 2024 (most recent of 5 filings on file)
Total covered: 3 employees
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,674 | $136,307-48.9% | $177,821-60.8% | $73,488-5.2% |
| Participation rate | 94.9% | 86.1%+8.8pp | 87.7%+7.2pp | 70.7%+24.2pp |
| Annual return | 13.41% | 18.68%-5.3pp | 48.32%-34.9pp | 28.51%-15.1pp |
| Employer contribution / active EE | $3,337 | $3,712-10.1% | $5,918-43.6% | $2,270+47.0% |
| Participant deferral / active EE | $3,763 | $5,829-35.4% | $7,714-51.2% | $3,740+0.6% |
| Admin fee / account holder | $41 | $596-93.1% | $12,427-99.7% | $513-92.0% |