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 | $44,252 | $57,976-23.7% | $62,995-29.8% | $62,292-29.0% |
| Participation rate | 99.1% | 75.9%+23.2pp | 74.8%+24.3pp | 69.5%+29.6pp |
| Annual return | 16.92% | 17.54%-0.6pp | 87.57%-70.6pp | 28.90%-12.0pp |
| Employer contribution / active EE | $2,290 | $2,415-5.1% | $2,759-17.0% | $2,042+12.2% |
| Participant deferral / active EE | $2,716 | $2,956-8.1% | $3,329-18.4% | $3,169-14.3% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |