Filed January 31, 2024 (most recent of 2 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 7-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,304 | $33,780-54.7% | $74,550-79.5% | $75,289-79.7% |
| Participation rate | 96.1% | 62.7%+33.4pp | 69.1%+26.9pp | 72.4%+23.7pp |
| Annual return | 7.77% | -1.24%+9.0pp | 32.53%-24.8pp | -0.04%+7.8pp |
| Employer contribution / active EE | $1,402 | $845+65.9% | $1,961-28.5% | $2,405-41.7% |
| Participant deferral / active EE | $0 | $1,890-100.0% | $3,108-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $5,060-100.0% | $102-100.0% |