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.
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 | $116,575 | $122,239-4.6% | $184,203-36.7% | $74,495+56.5% |
| Participation rate | 97.1% | 85.5%+11.6pp | 86.8%+10.3pp | 67.2%+29.9pp |
| Annual return | 10.43% | 19.95%-9.5pp | 28.81%-18.4pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $4,030 | $4,537-11.2% | $6,427-37.3% | $2,623+53.6% |
| Participant deferral / active EE | $5,036 | $7,139-29.5% | $9,131-44.8% | $4,346+15.9% |
| Admin fee / account holder | $0 | $1,260-100.0% | $13,901-100.0% | $1,942-100.0% |