Filed September 8, 2023 (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 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 | $88,647 | $98,982-10.4% | $162,163-45.3% | $65,185+36.0% |
| Participation rate | 99.4% | 85.8%+13.6pp | 87.6%+11.8pp | 70.2%+29.2pp |
| Annual return | 23.93% | 24.84%-0.9pp | 115.59%-91.7pp | 29.38%-5.5pp |
| Employer contribution / active EE | $3,535 | $3,467+2.0% | $5,614-37.0% | $2,177+62.4% |
| Participant deferral / active EE | $3,727 | $5,384-30.8% | $7,298-48.9% | $3,514+6.1% |
| Admin fee / account holder | $15 | $596-97.5% | $10,843-99.9% | $847-98.2% |