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 | $102,612 | $121,341-15.4% | $189,513-45.9% | $79,386+29.3% |
| Participation rate | 97.9% | 86.1%+11.8pp | 87.8%+10.1pp | 70.7%+27.2pp |
| Annual return | 23.62% | 21.08%+2.5pp | 555.15%-531.5pp | 116.85%-93.2pp |
| Employer contribution / active EE | $4,217 | $3,915+7.7% | $6,162-31.6% | $2,427+73.7% |
| Participant deferral / active EE | $4,163 | $6,395-34.9% | $8,221-49.4% | $4,046+2.9% |
| Admin fee / account holder | $10 | $651-98.4% | $12,045-99.9% | $626-98.4% |