Filed December 16, 2022 (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 7-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,304 | $56,152-76.3% | $185,823-92.8% | $73,409-81.9% |
| Participation rate | 92.1% | 67.6%+24.6pp | 78.0%+14.1pp | 72.2%+19.9pp |
| Annual return | 26.41% | 17.59%+8.8pp | 35.95%-9.5pp | 59.29%-32.9pp |
| Employer contribution / active EE | $1,077 | $1,532-29.7% | $4,087-73.7% | $2,234-51.8% |
| Participant deferral / active EE | $3,117 | $3,659-14.8% | $5,632-44.7% | $3,805-18.1% |
| Admin fee / account holder | $75 | $132-43.5% | $9,500-99.2% | $158-52.7% |