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 | $129,412 | $105,247+23.0% | $87,100+48.6% | $77,787+66.4% |
| Participation rate | 95.7% | 85.8%+9.9pp | 76.9%+18.8pp | 73.2%+22.5pp |
| Annual return | 20.71% | 24.52%-3.8pp | 28.19%-7.5pp | 32.57%-11.9pp |
| Employer contribution / active EE | $2,451 | $2,895-15.3% | $2,521-2.8% | $2,504-2.1% |
| Participant deferral / active EE | $8,049 | $5,060+59.1% | $4,049+98.8% | $3,967+102.9% |
| Admin fee / account holder | $91 | $104-13.0% | $7,497-98.8% | $100-9.1% |