Filed October 28, 2016
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,098 | $55,002-19.8% | $59,878-26.4% | $56,287-21.7% |
| Participation rate | 56.8% | 75.9%-19.1pp | 74.7%-17.9pp | 69.9%-13.0pp |
| Annual return | -3.66% | 1.13%-4.8pp | 3.46%-7.1pp | -9.96%+6.3pp |
| Employer contribution / active EE | $1,717 | $2,448-29.9% | $2,722-36.9% | $2,111-18.7% |
| Participant deferral / active EE | $1,605 | $3,121-48.6% | $3,402-52.8% | $3,350-52.1% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |