Filed October 29, 2024
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 9-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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $98,532 | $57,976+70.0% | $62,995+56.4% | $62,292+58.2% |
| Participation rate | 93.6% | 75.9%+17.7pp | 74.8%+18.8pp | 69.5%+24.1pp |
| Annual return | 10.18% | 17.54%-7.4pp | 87.57%-77.4pp | 28.90%-18.7pp |
| Employer contribution / active EE | $4,777 | $2,415+97.8% | $2,759+73.2% | $2,042+133.9% |
| Participant deferral / active EE | $5,974 | $2,956+102.1% | $3,329+79.4% | $3,169+88.5% |
| Admin fee / account holder | $5 | $276-98.3% | $3,600-99.9% | $479-99.0% |