Filed October 26, 2016 (most recent of 7 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $34,335 | $125,758-72.7% | $169,993-79.8% | $75,163-54.3% |
| Participation rate | 78.8% | 83.6%-4.8pp | 87.0%-8.2pp | 67.2%+11.6pp |
| Annual return | 20.59% | 27.20%-6.6pp | 53.37%-32.8pp | 160.62%-140.0pp |
| Employer contribution / active EE | $980 | $4,615-78.8% | $6,785-85.6% | $2,670-63.3% |
| Participant deferral / active EE | $3,878 | $6,837-43.3% | $10,408-62.7% | $4,125-6.0% |
| Admin fee / account holder | $40 | $8,173-99.5% | $12,815-99.7% | $5,651-99.3% |