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 | $84,717 | $65,322+29.7% | $70,449+20.3% | $73,488+15.3% |
| Participation rate | 93.4% | 77.0%+16.4pp | 75.1%+18.3pp | 70.7%+22.7pp |
| Annual return | 4.59% | 15.71%-11.1pp | 109.03%-104.4pp | 28.51%-23.9pp |
| Employer contribution / active EE | $1,235 | $2,460-49.8% | $2,737-54.9% | $2,270-45.6% |
| Participant deferral / active EE | $2,495 | $3,375-26.1% | $3,709-32.7% | $3,740-33.3% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |