Filed December 3, 2019
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 9-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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,627 | $55,415-44.7% | $155,509-80.3% | $74,495-58.9% |
| Participation rate | 95.7% | 61.9%+33.8pp | 78.2%+17.5pp | 67.2%+28.5pp |
| Annual return | 13.22% | 268.50%-255.3pp | 64.67%-51.4pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $3,428 | $2,267+51.2% | $4,672-26.6% | $2,623+30.7% |
| Participant deferral / active EE | $4,229 | $2,836+49.1% | $5,626-24.8% | $4,346-2.7% |
| Admin fee / account holder | $0 | $1,738-100.0% | $15,912-100.0% | $1,942-100.0% |