Filed April 16, 2018 (most recent of 3 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.
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 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 | $148,256 | $104,475+41.9% | $159,436-7.0% | $79,386+86.8% |
| Participation rate | 89.2% | 76.6%+12.6pp | 82.8%+6.4pp | 70.7%+18.5pp |
| Annual return | 27.84% | 67.95%-40.1pp | 263.57%-235.7pp | 116.85%-89.0pp |
| Employer contribution / active EE | $459 | $3,417-86.6% | $4,829-90.5% | $2,427-81.1% |
| Participant deferral / active EE | $13,492 | $6,467+108.6% | $7,352+83.5% | $4,046+233.5% |
| Admin fee / account holder | $9 | $711-98.8% | $10,799-99.9% | $626-98.6% |