Filed January 6, 2023 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $35,824 | $60,165-40.5% | $74,183-51.7% | $55,167-35.1% |
| Participation rate | 53.8% | 74.2%-20.4pp | 76.6%-22.8pp | 69.0%-15.2pp |
| Annual return | 5.59% | 10.00%-4.4pp | 17.74%-12.1pp | 169.23%-163.6pp |
| Employer contribution / active EE | $443 | $1,600-72.3% | $2,370-81.3% | $1,963-77.4% |
| Participant deferral / active EE | $2,449 | $2,973-17.6% | $3,550-31.0% | $3,054-19.8% |
| Admin fee / account holder | $106 | $419-74.8% | $5,586-98.1% | $504-79.0% |