Filed February 14, 2022 (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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $81,661 | $111,608-26.8% | $177,821-54.1% | $73,409+11.2% |
| Participation rate | 82.6% | 87.9%-5.2pp | 87.7%-5.1pp | 72.2%+10.4pp |
| Annual return | 16.57% | 18.23%-1.7pp | 48.32%-31.8pp | 59.29%-42.7pp |
| Employer contribution / active EE | $2,314 | $3,796-39.0% | $5,918-60.9% | $2,234+3.6% |
| Participant deferral / active EE | $8,748 | $6,199+41.1% | $7,714+13.4% | $3,805+129.9% |
| Admin fee / account holder | $19 | $166-88.5% | $12,427-99.8% | $158-87.9% |