Filed April 23, 2019
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.
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).
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 | $77,236 | $52,467+47.2% | $57,179+35.1% | $55,167+40.0% |
| Participation rate | 95.5% | 75.8%+19.7pp | 75.3%+20.2pp | 69.0%+26.5pp |
| Annual return | -0.08% | 7.72%-7.8pp | 14.59%-14.7pp | 169.23%-169.3pp |
| Employer contribution / active EE | $1,362 | $2,477-45.0% | $2,682-49.2% | $1,963-30.6% |
| Participant deferral / active EE | $1,830 | $2,830-35.3% | $3,096-40.9% | $3,054-40.1% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |