Filed January 4, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $183,084 | $57,354+219.2% | $83,848+118.4% | $64,186+185.2% |
| Participation rate | 93.5% | 68.6%+24.9pp | 76.1%+17.3pp | 69.6%+23.9pp |
| Annual return | -3.17% | 11.38%-14.6pp | 850.88%-854.1pp | 7.63%-10.8pp |
| Employer contribution / active EE | $8,923 | $2,545+250.6% | $3,631+145.8% | $2,381+274.8% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,888-100.0% |