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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,322 | $42,894+19.6% | $60,874-15.7% | $68,494-25.1% |
| Participation rate | 57.4% | 66.8%-9.3pp | 73.1%-15.7pp | 67.9%-10.4pp |
| Annual return | -12.00% | -13.98%+2.0pp | 16.90%-28.9pp | -7.84%-4.2pp |
| Employer contribution / active EE | $1,773 | $1,978-10.3% | $2,701-34.4% | $2,596-31.7% |
| Participant deferral / active EE | $1,773 | $2,867-38.1% | $3,817-53.5% | $4,027-56.0% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |