Filed December 2, 2024 (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.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,173 | $80,005-24.8% | $140,016-57.0% | $55,725+8.0% |
| Participation rate | 96.9% | 87.0%+9.9pp | 87.5%+9.4pp | 70.9%+26.0pp |
| Annual return | -4.96% | 0.46%-5.4pp | 651.12%-656.1pp | 244.93%-249.9pp |
| Employer contribution / active EE | $3,868 | $3,403+13.7% | $5,606-31.0% | $2,078+86.1% |
| Participant deferral / active EE | $5,802 | $5,264+10.2% | $6,927-16.2% | $3,356+72.9% |
| Admin fee / account holder | $29 | $116-74.8% | $10,705-99.7% | $115-74.7% |