Filed August 1, 2023 (most recent of 2 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,190 | $69,763-46.7% | $67,502-44.9% | $74,495-50.1% |
| Participation rate | 95.2% | 71.4%+23.9pp | 72.9%+22.4pp | 67.2%+28.0pp |
| Annual return | 16.59% | -40.34%+56.9pp | 3512.12%-3495.5pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $3,128 | $2,704+15.7% | $2,731+14.6% | $2,623+19.3% |
| Participant deferral / active EE | $4,894 | $3,636+34.6% | $4,000+22.3% | $4,346+12.6% |
| Admin fee / account holder | $25 | $896-97.3% | $3,998-99.4% | $1,942-98.7% |