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 | $43,846 | $67,984-35.5% | $65,493-33.1% | $74,304-41.0% |
| Participation rate | 95.9% | 66.3%+29.6pp | 73.1%+22.8pp | 60.3%+35.5pp |
| Annual return | 16.74% | 19.87%-3.1pp | 982.45%-965.7pp | 29.43%-12.7pp |
| Employer contribution / active EE | $3,546 | $2,491+42.3% | $2,574+37.8% | $2,241+58.2% |
| Participant deferral / active EE | $5,541 | $3,346+65.6% | $3,961+39.9% | $3,767+47.1% |
| Admin fee / account holder | $27 | $1,373-98.0% | $5,028-99.5% | $2,969-99.1% |