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 | $148,621 | $176,491-15.8% | $95,952+54.9% | $90,288+64.6% |
| Participation rate | 95.5% | 86.6%+9.0pp | 77.1%+18.5pp | 73.4%+22.2pp |
| Annual return | 13.04% | 20.14%-7.1pp | 91.61%-78.6pp | 53.97%-40.9pp |
| Employer contribution / active EE | $2,626 | $2,789-5.8% | $2,541+3.3% | $2,524+4.0% |
| Participant deferral / active EE | $8,864 | $5,340+66.0% | $4,167+112.7% | $4,232+109.4% |
| Admin fee / account holder | $171 | $154+11.1% | $6,795-97.5% | $114+50.1% |