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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,292 | $64,909-36.4% | $82,313-49.8% | $62,292-33.7% |
| Participation rate | 55.0% | 74.9%-19.9pp | 76.9%-21.9pp | 69.5%-14.5pp |
| Annual return | 16.44% | 21.18%-4.7pp | 25.88%-9.4pp | 28.90%-12.5pp |
| Employer contribution / active EE | $453 | $1,676-73.0% | $2,428-81.3% | $2,042-77.8% |
| Participant deferral / active EE | $2,909 | $3,103-6.3% | $3,706-21.5% | $3,169-8.2% |
| Admin fee / account holder | $91 | $440-79.3% | $5,608-98.4% | $479-81.0% |