Filed February 5, 2024 (most recent of 3 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 10-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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $146,653 | $100,801+45.5% | $149,696-2.0% | $73,409+99.8% |
| Participation rate | 98.0% | 77.7%+20.3pp | 82.5%+15.5pp | 72.2%+25.8pp |
| Annual return | 14.21% | 265.34%-251.1pp | 276.60%-262.4pp | 59.29%-45.1pp |
| Employer contribution / active EE | $9,269 | $3,312+179.9% | $4,644+99.6% | $2,234+315.0% |
| Participant deferral / active EE | $6,014 | $6,404-6.1% | $6,842-12.1% | $3,805+58.0% |
| Admin fee / account holder | $13 | $181-92.8% | $9,309-99.9% | $158-91.7% |