Filed May 17, 2024 (most recent of 9 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $60,855 | $67,166-9.4% | $57,343+6.1% | $55,191+10.3% |
| Participation rate | 98.1% | 77.7%+20.4pp | 75.1%+23.0pp | 69.2%+28.9pp |
| Annual return | 1.85% | 4.22%-2.4pp | 24.39%-22.5pp | 10.78%-8.9pp |
| Employer contribution / active EE | $4,939 | $2,812+75.7% | $2,689+83.7% | $1,899+160.1% |
| Participant deferral / active EE | $3,555 | $2,835+25.4% | $3,162+12.4% | $3,046+16.7% |
| Admin fee / account holder | $3 | $44-92.0% | $3,356-99.9% | $91-96.2% |