Filed June 12, 2018 (most recent of 2 filings on file)
Total covered: 10 employees
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 9-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 | $136,652 | $91,407+49.5% | $135,903+0.6% | $71,457+91.2% |
| Participation rate | 96.8% | 75.7%+21.2pp | 81.9%+14.9pp | 67.9%+28.9pp |
| Annual return | 17.19% | 29.90%-12.7pp | 68.23%-51.0pp | 28.85%-11.7pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $9,713 | $7,092+36.9% | $7,758+25.2% | $4,289+126.5% |
| Admin fee / account holder | $24 | $1,266-98.1% | $10,762-99.8% | $1,587-98.5% |