Filed October 26, 2016 (most recent of 7 filings on file)
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,275 | $138,385-69.5% | $184,200-77.0% | $80,874-47.7% |
| Participation rate | 81.4% | 83.9%-2.4pp | 86.8%-5.4pp | 67.6%+13.8pp |
| Annual return | 22.57% | 20.02%+2.5pp | 28.80%-6.2pp | 35.62%-13.1pp |
| Employer contribution / active EE | $952 | $4,849-80.4% | $6,424-85.2% | $2,756-65.5% |
| Participant deferral / active EE | $4,283 | $7,073-39.4% | $9,132-53.1% | $4,297-0.3% |
| Admin fee / account holder | $40 | $10,483-99.6% | $13,907-99.7% | $6,935-99.4% |