Filed January 31, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,067 | $41,854-59.2% | $73,843-76.9% | $52,331-67.4% |
| Participation rate | 79.4% | 66.2%+13.2pp | 73.4%+6.0pp | 68.1%+11.3pp |
| Annual return | 3.78% | 2.11%+1.7pp | 2267.84%-2264.1pp | 4.54%-0.8pp |
| Employer contribution / active EE | $485 | $1,920-74.7% | $2,787-82.6% | $1,882-74.2% |
| Participant deferral / active EE | $757 | $2,498-69.7% | $3,583-78.9% | $3,022-74.9% |
| Admin fee / account holder | $47 | $493-90.4% | $4,880-99.0% | $592-92.0% |