Filed December 14, 2021 (most recent of 4 filings on file)
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $107,764 | $78,852+36.7% | $76,768+40.4% | $75,289+43.1% |
| Participation rate | 93.8% | 85.0%+8.8pp | 77.0%+16.8pp | 72.4%+21.3pp |
| Annual return | -4.39% | -1.29%-3.1pp | 2.43%-6.8pp | -0.04%-4.4pp |
| Employer contribution / active EE | $2,108 | $2,794-24.6% | $2,485-15.2% | $2,405-12.4% |
| Participant deferral / active EE | $7,337 | $4,800+52.9% | $3,852+90.5% | $3,739+96.2% |
| Admin fee / account holder | $240 | $79+204.5% | $6,675-96.4% | $102+135.1% |