Filed March 10, 2021 (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 6-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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,210 | $47,977+10.9% | $154,107-65.5% | $56,287-5.5% |
| Participation rate | 19.6% | 66.2%-46.5pp | 83.0%-63.4pp | 69.9%-50.2pp |
| Annual return | -7.21% | 3.54%-10.7pp | 735.12%-742.3pp | -9.96%+2.8pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,057 | $2,392-14.0% | $5,081-59.5% | $3,350-38.6% |
| Admin fee / account holder | $206 | $438-52.9% | $13,411-98.5% | $521-60.4% |