Filed August 6, 2015 (most recent of 2 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.
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 | $26,704 | $36,916-27.7% | $156,549-82.9% | $57,658-53.7% |
| Participation rate | 53.3% | 63.4%-10.1pp | 84.0%-30.7pp | 70.2%-16.9pp |
| Annual return | 10.94% | 12.38%-1.4pp | 32.23%-21.3pp | 5.13%+5.8pp |
| Employer contribution / active EE | $438 | $1,571-72.1% | $5,501-92.0% | $1,974-77.8% |
| Participant deferral / active EE | $1,594 | $1,926-17.2% | $4,871-67.3% | $3,061-47.9% |
| Admin fee / account holder | $25 | $82-69.4% | $13,027-99.8% | $95-73.3% |