Filed August 4, 2023 (most recent of 2 filings on file)
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $111,959 | $91,517+22.3% | $101,248+10.6% | $73,409+52.5% |
| Participation rate | 69.3% | 73.8%-4.5pp | 75.8%-6.5pp | 72.2%-2.9pp |
| Annual return | 83.01% | 17.17%+65.8pp | 46.47%+36.5pp | 59.29%+23.7pp |
| Employer contribution / active EE | $0 | $2,877-100.0% | $3,660-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $5,185 | $3,338+55.3% | $4,370+18.6% | $3,805+36.3% |
| Admin fee / account holder | $0 | $216-100.0% | $5,945-100.0% | $158-100.0% |