Filed July 15, 2024 (most recent of 11 filings on file)
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,811 | $89,739-31.1% | $149,718-58.7% | $62,292-0.8% |
| Participation rate | 97.5% | 85.1%+12.4pp | 87.1%+10.5pp | 69.5%+28.0pp |
| Annual return | 16.26% | 21.01%-4.8pp | 1501.63%-1485.4pp | 28.90%-12.6pp |
| Employer contribution / active EE | $3,840 | $3,233+18.8% | $5,445-29.5% | $2,042+88.0% |
| Participant deferral / active EE | $4,746 | $4,797-1.1% | $6,569-27.7% | $3,169+49.8% |
| Admin fee / account holder | $14 | $551-97.4% | $11,283-99.9% | $479-97.0% |