Filed July 8, 2024 (most recent of 13 filings on file)
Total covered: 2 employees
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,396 | $50,385-61.5% | $75,670-74.4% | $62,292-68.9% |
| Participation rate | 55.6% | 67.7%-12.2pp | 72.3%-16.8pp | 69.5%-14.0pp |
| Annual return | 18.68% | 19.90%-1.2pp | 27.34%-8.7pp | 28.90%-10.2pp |
| Employer contribution / active EE | $938 | $1,537-39.0% | $2,352-60.1% | $2,042-54.1% |
| Participant deferral / active EE | $1,232 | $2,445-49.6% | $3,142-60.8% | $3,169-61.1% |
| Admin fee / account holder | $7 | $384-98.2% | $5,800-99.9% | $479-98.5% |