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 | $40,841 | $59,186-31.0% | $76,768-46.8% | $56,287-27.4% |
| Participation rate | 58.5% | 75.2%-16.7pp | 77.0%-18.4pp | 69.9%-11.3pp |
| Annual return | -0.76% | 6.62%-7.4pp | 2.43%-3.2pp | -9.96%+9.2pp |
| Employer contribution / active EE | $501 | $1,759-71.5% | $2,485-79.8% | $2,111-76.2% |
| Participant deferral / active EE | $2,830 | $3,255-13.1% | $3,852-26.5% | $3,350-15.5% |
| Admin fee / account holder | $217 | $489-55.6% | $6,675-96.7% | $521-58.3% |