Filed September 13, 2024 (most recent of 3 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.
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 | $73,563 | $70,083+5.0% | $59,878+22.9% | $55,725+32.0% |
| Participation rate | 93.2% | 78.4%+14.8pp | 74.7%+18.5pp | 70.9%+22.3pp |
| Annual return | 8.47% | 3.13%+5.3pp | 3.46%+5.0pp | 244.93%-236.5pp |
| Employer contribution / active EE | $1,548 | $2,878-46.2% | $2,722-43.1% | $2,078-25.5% |
| Participant deferral / active EE | $1,808 | $3,079-41.3% | $3,402-46.9% | $3,356-46.1% |
| Admin fee / account holder | $38 | $70-46.3% | $3,590-98.9% | $115-67.2% |