Filed June 18, 2025 (most recent of 2 filings on file)
Total covered: 3 employees
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,788 | $52,467-7.0% | $57,179-14.7% | $55,167-11.6% |
| Participation rate | 99.1% | 75.8%+23.3pp | 75.3%+23.8pp | 69.0%+30.1pp |
| Annual return | -0.44% | 7.72%-8.2pp | 14.59%-15.0pp | 169.23%-169.7pp |
| Employer contribution / active EE | $3,314 | $2,477+33.8% | $2,682+23.6% | $1,963+68.9% |
| Participant deferral / active EE | $3,689 | $2,830+30.4% | $3,096+19.2% | $3,054+20.8% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |