Filed July 14, 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.
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 | $88,048 | $74,552+18.1% | $62,995+39.8% | $69,631+26.4% |
| Participation rate | 94.6% | 78.3%+16.3pp | 74.8%+19.8pp | 70.7%+23.9pp |
| Annual return | 14.24% | 15.77%-1.5pp | 87.57%-73.3pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $2,647 | $2,929-9.6% | $2,759-4.1% | $2,032+30.2% |
| Participant deferral / active EE | $4,099 | $2,974+37.8% | $3,329+23.1% | $3,224+27.2% |
| Admin fee / account holder | $40 | $59-32.4% | $3,600-98.9% | $110-63.6% |