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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $80,463 | $70,083+14.8% | $59,878+34.4% | $55,725+44.4% |
| Participation rate | 94.0% | 78.4%+15.7pp | 74.7%+19.3pp | 70.9%+23.2pp |
| Annual return | -3.38% | 3.13%-6.5pp | 3.46%-6.8pp | 244.93%-248.3pp |
| Employer contribution / active EE | $3,192 | $2,878+10.9% | $2,722+17.3% | $2,078+53.6% |
| Participant deferral / active EE | $4,583 | $3,079+48.9% | $3,402+34.7% | $3,356+36.6% |
| Admin fee / account holder | $434 | $70+517.9% | $3,590-87.9% | $115+277.2% |