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.
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 | $0 | $74,552-100.0% | $62,995-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 78.3%-78.3pp | 74.8%-74.8pp | 70.7%-70.7pp |
| Annual return | 14.74% | 15.77%-1.0pp | 87.57%-72.8pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $5,118 | $2,929+74.7% | $2,759+85.5% | $2,032+151.8% |
| Participant deferral / active EE | $3,652 | $2,974+22.8% | $3,329+9.7% | $3,224+13.3% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |