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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,153 | $61,272-67.1% | $149,673-86.5% | $71,457-71.8% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 13.26% | 35.85%-22.6pp | 134.42%-121.2pp | 28.85%-15.6pp |
| Employer contribution / active EE | $801 | $2,378-66.3% | $4,818-83.4% | $2,588-69.0% |
| Participant deferral / active EE | $1,465 | $2,917-49.8% | $5,680-74.2% | $4,289-65.8% |
| Admin fee / account holder | $3 | $1,261-99.8% | $13,210-100.0% | $1,587-99.8% |