Filed August 27, 2018 (most recent of 3 filings on file)
Total covered: 2,089 employees
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 7-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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,446 | $89,394+177.9% | $115,756+114.6% | $89,394+177.9% |
| Participation rate | 99.4% | 71.3%+28.1pp | 77.1%+22.3pp | 71.3%+28.1pp |
| Annual return | -14.65% | -11.89%-2.8pp | 143.14%-157.8pp | -11.89%-2.8pp |
| Employer contribution / active EE | $8,799 | $3,022+191.2% | $3,793+132.0% | $3,022+191.2% |
| Participant deferral / active EE | $12,948 | $5,123+152.7% | $6,254+107.0% | $5,123+152.7% |
| Admin fee / account holder | $0 | $79-100.0% | $8,124-100.0% | $79-100.0% |