Filed April 29, 2025 (most recent of 3 filings on file)
Total covered: 10 employees
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.
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 | $67,766 | $98,982-31.5% | $162,163-58.2% | $65,185+4.0% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 20.64% | 24.84%-4.2pp | 115.59%-95.0pp | 29.38%-8.7pp |
| Employer contribution / active EE | $4,372 | $3,467+26.1% | $5,614-22.1% | $2,177+100.8% |
| Participant deferral / active EE | $3,759 | $5,384-30.2% | $7,298-48.5% | $3,514+7.0% |
| Admin fee / account holder | $13 | $596-97.7% | $10,843-99.9% | $847-98.4% |