Filed August 8, 2024 (most recent of 4 filings on file)
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 10-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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,149 | $136,209+22.7% | $82,313+103.1% | $80,976+106.4% |
| Participation rate | 97.8% | 88.0%+9.8pp | 76.9%+20.9pp | 68.3%+29.5pp |
| Annual return | 18.33% | 21.54%-3.2pp | 25.88%-7.5pp | 22.91%-4.6pp |
| Employer contribution / active EE | $5,611 | $3,633+54.4% | $2,428+131.0% | $2,402+133.5% |
| Participant deferral / active EE | $12,363 | $6,693+84.7% | $3,706+233.6% | $3,848+221.3% |
| Admin fee / account holder | $0 | $62-100.0% | $5,608-100.0% | $67-100.0% |