Filed November 29, 2016
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 | $54,012 | $56,277-4.0% | $80,975-33.3% | $62,891-14.1% |
| Participation rate | 100.0% | 69.0%+31.0pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 6.75% | 22.12%-15.4pp | 17.10%-10.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $3,605 | $1,943+85.5% | $3,714-2.9% | $2,281+58.0% |
| Participant deferral / active EE | $5,288 | $4,195+26.0% | $5,696-7.2% | $3,203+65.1% |
| Admin fee / account holder | $24 | $3,741-99.4% | $5,516-99.6% | $4,296-99.4% |