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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,215 | $73,638-27.7% | $95,952-44.5% | $73,488-27.6% |
| Participation rate | 61.0% | 76.2%-15.2pp | 77.1%-16.1pp | 70.7%-9.7pp |
| Annual return | 16.42% | 16.78%-0.4pp | 91.61%-75.2pp | 28.51%-12.1pp |
| Employer contribution / active EE | $558 | $1,863-70.0% | $2,541-78.0% | $2,270-75.4% |
| Participant deferral / active EE | $3,369 | $3,617-6.8% | $4,167-19.1% | $3,740-9.9% |
| Admin fee / account holder | $471 | $482-2.4% | $6,795-93.1% | $513-8.3% |