Filed June 5, 2025 (most recent of 3 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.
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 | $39,620 | $52,467-24.5% | $57,179-30.7% | $55,167-28.2% |
| Participation rate | 99.1% | 75.8%+23.3pp | 75.3%+23.8pp | 69.0%+30.1pp |
| Annual return | 6.51% | 7.72%-1.2pp | 14.59%-8.1pp | 169.23%-162.7pp |
| Employer contribution / active EE | $2,143 | $2,477-13.5% | $2,682-20.1% | $1,963+9.2% |
| Participant deferral / active EE | $2,221 | $2,830-21.5% | $3,096-28.3% | $3,054-27.3% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |