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 | $64,705-27.7% | $62,929-25.7% | $67,986-31.2% |
| Participation rate | 97.2% | 65.6%+31.6pp | 73.1%+24.1pp | 57.2%+40.0pp |
| Annual return | 16.35% | 20.31%-4.0pp | 1063.93%-1047.6pp | 31.67%-15.3pp |
| Employer contribution / active EE | $1,728 | $2,376-27.3% | $2,505-31.0% | $2,019-14.4% |
| Participant deferral / active EE | $3,678 | $3,198+15.0% | $3,888-5.4% | $3,358+9.5% |
| Admin fee / account holder | $37 | $1,428-97.4% | $5,065-99.3% | $3,203-98.8% |