Filed June 28, 2023 (most recent of 2 filings on file)
Total covered: 16 employees
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.
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 | $149,883 | $64,324+133.0% | $118,925+26.0% | $79,858+87.7% |
| Participation rate | 92.9% | 64.9%+28.0pp | 75.4%+17.5pp | 69.6%+23.2pp |
| Annual return | 17.44% | 86.45%-69.0pp | 35.88%-18.4pp | 31.71%-14.3pp |
| Employer contribution / active EE | $14,277 | $1,836+677.5% | $3,263+337.6% | $2,471+477.8% |
| Participant deferral / active EE | $10,770 | $2,824+281.4% | $4,265+152.5% | $3,740+188.0% |
| Admin fee / account holder | $41 | $4,040-99.0% | $6,581-99.4% | $5,306-99.2% |