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.
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 | $86,278 | $55,002+56.9% | $59,878+44.1% | $56,287+53.3% |
| Participation rate | 94.3% | 75.9%+18.4pp | 74.7%+19.6pp | 69.9%+24.5pp |
| Annual return | 8.86% | 1.13%+7.7pp | 3.46%+5.4pp | -9.96%+18.8pp |
| Employer contribution / active EE | $1,405 | $2,448-42.6% | $2,722-48.4% | $2,111-33.4% |
| Participant deferral / active EE | $2,278 | $3,121-27.0% | $3,402-33.0% | $3,350-32.0% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |