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 | $105,105 | $111,491-5.7% | $189,513-44.5% | $86,799+21.1% |
| Participation rate | 98.5% | 87.3%+11.2pp | 87.8%+10.7pp | 72.3%+26.3pp |
| Annual return | 16.82% | 83.50%-66.7pp | 555.15%-538.3pp | 97.91%-81.1pp |
| Employer contribution / active EE | $4,690 | $3,951+18.7% | $6,162-23.9% | $2,405+95.0% |
| Participant deferral / active EE | $7,300 | $6,437+13.4% | $8,221-11.2% | $4,131+76.7% |
| Admin fee / account holder | $38 | $189-80.0% | $12,045-99.7% | $170-77.7% |