Filed November 4, 2024 (most recent of 3 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,255 | $52,953-71.2% | $172,739-91.2% | $65,185-76.6% |
| Participation rate | 71.3% | 66.2%+5.1pp | 82.6%-11.3pp | 70.2%+1.1pp |
| Annual return | 25.19% | 30.12%-4.9pp | 802.84%-777.7pp | 29.38%-4.2pp |
| Employer contribution / active EE | $698 | $2,190-68.1% | $5,143-86.4% | $2,177-67.9% |
| Participant deferral / active EE | $1,827 | $2,471-26.0% | $5,198-64.8% | $3,514-48.0% |
| Admin fee / account holder | $6 | $472-98.7% | $13,954-100.0% | $847-99.3% |