Filed January 31, 2024 (most recent of 7 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $36,208 | $75,760-52.2% | $123,104-70.6% | $59,188-38.8% |
| Participation rate | 84.1% | 86.0%-2.0pp | 86.8%-2.7pp | 69.4%+14.6pp |
| Annual return | 14.88% | 2.93%+12.0pp | 13.22%+1.7pp | 5.51%+9.4pp |
| Employer contribution / active EE | $2,450 | $3,415-28.3% | $5,151-52.4% | $2,098+16.8% |
| Participant deferral / active EE | $0 | $5,000-100.0% | $6,230-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $61-100.0% | $9,015-100.0% | $92-100.0% |