Filed March 19, 2024 (most recent of 4 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $488,751 | $65,118+650.6% | $76,768+536.7% | $55,725+777.1% |
| Participation rate | 99.7% | 79.6%+20.1pp | 77.0%+22.7pp | 70.9%+28.8pp |
| Annual return | 10.15% | -1.27%+11.4pp | 2.43%+7.7pp | 244.93%-234.8pp |
| Employer contribution / active EE | $16,141 | $1,941+731.6% | $2,485+549.5% | $2,078+676.7% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $6,675-100.0% | $115-100.0% |