Filed June 9, 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.
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 | $27,790 | $39,245-29.2% | $64,105-56.6% | $52,331-46.9% |
| Participation rate | 92.7% | 58.2%+34.5pp | 68.2%+24.6pp | 68.1%+24.6pp |
| Annual return | 2.97% | 14.79%-11.8pp | 791.24%-788.3pp | 4.54%-1.6pp |
| Employer contribution / active EE | $503 | $736-31.7% | $1,820-72.4% | $1,882-73.3% |
| Participant deferral / active EE | $3,379 | $1,992+69.7% | $2,822+19.8% | $3,022+11.8% |
| Admin fee / account holder | $32 | $592-94.6% | $4,499-99.3% | $592-94.6% |