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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,504 | $52,467-53.3% | $57,179-57.1% | $55,167-55.6% |
| Participation rate | 58.2% | 75.8%-17.6pp | 75.3%-17.1pp | 69.0%-10.8pp |
| Annual return | 8.78% | 7.72%+1.1pp | 14.59%-5.8pp | 169.23%-160.4pp |
| Employer contribution / active EE | $1,420 | $2,477-42.7% | $2,682-47.1% | $1,963-27.7% |
| Participant deferral / active EE | $1,417 | $2,830-49.9% | $3,096-54.2% | $3,054-53.6% |
| Admin fee / account holder | $3 | $269-98.9% | $3,139-99.9% | $504-99.4% |