Filed October 31, 2025
Total covered: 8 employees
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 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 | $45,469 | $52,467-13.3% | $57,179-20.5% | $55,167-17.6% |
| Participation rate | 89.4% | 75.8%+13.6pp | 75.3%+14.1pp | 69.0%+20.4pp |
| Annual return | 7.20% | 7.72%-0.5pp | 14.59%-7.4pp | 169.23%-162.0pp |
| Employer contribution / active EE | $1,247 | $2,477-49.6% | $2,682-53.5% | $1,963-36.4% |
| Participant deferral / active EE | $1,927 | $2,830-31.9% | $3,096-37.8% | $3,054-36.9% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |