Filed July 18, 2023
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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.
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 | $46,761 | $67,984-31.2% | $65,493-28.6% | $74,304-37.1% |
| Participation rate | 97.2% | 66.3%+30.9pp | 73.1%+24.1pp | 60.3%+36.8pp |
| Annual return | 16.35% | 19.87%-3.5pp | 982.45%-966.1pp | 29.43%-13.1pp |
| Employer contribution / active EE | $1,728 | $2,491-30.6% | $2,574-32.9% | $2,241-22.9% |
| Participant deferral / active EE | $3,678 | $3,346+9.9% | $3,961-7.1% | $3,767-2.4% |
| Admin fee / account holder | $37 | $1,373-97.3% | $5,028-99.3% | $2,969-98.7% |