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 | $111,376 | $100,227+11.1% | $169,993-34.5% | $74,419+49.7% |
| Participation rate | 99.3% | 87.3%+12.0pp | 87.0%+12.3pp | 70.7%+28.5pp |
| Annual return | 22.68% | 66.08%-43.4pp | 53.37%-30.7pp | 34.38%-11.7pp |
| Employer contribution / active EE | $5,281 | $4,263+23.9% | $6,785-22.2% | $2,637+100.2% |
| Participant deferral / active EE | $9,174 | $7,143+28.4% | $10,408-11.9% | $4,528+102.6% |
| Admin fee / account holder | $25 | $234-89.3% | $12,815-99.8% | $348-92.8% |