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.
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 | $138,347-69.4% | $184,203-77.0% | $80,856-47.7% |
| Participation rate | 81.4% | 83.9%-2.4pp | 86.8%-5.4pp | 67.6%+13.8pp |
| Annual return | 22.57% | 20.02%+2.5pp | 28.81%-6.2pp | 35.59%-13.0pp |
| Employer contribution / active EE | $952 | $4,850-80.4% | $6,427-85.2% | $2,755-65.4% |
| Participant deferral / active EE | $4,283 | $7,071-39.4% | $9,131-53.1% | $4,296-0.3% |
| Admin fee / account holder | $40 | $10,483-99.6% | $13,901-99.7% | $6,918-99.4% |