Filed July 14, 2025
Total covered: 2 employees
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $93,485 | $67,984+37.5% | $65,493+42.7% | $74,304+25.8% |
| Participation rate | 97.1% | 66.3%+30.8pp | 73.1%+24.0pp | 60.3%+36.8pp |
| Annual return | 14.80% | 19.87%-5.1pp | 982.45%-967.6pp | 29.43%-14.6pp |
| Employer contribution / active EE | $4,690 | $2,491+88.2% | $2,574+82.2% | $2,241+109.3% |
| Participant deferral / active EE | $5,156 | $3,346+54.1% | $3,961+30.2% | $3,767+36.9% |
| Admin fee / account holder | $2 | $1,373-99.8% | $5,028-100.0% | $2,969-99.9% |