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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $19,864 | $46,173-57.0% | $170,442-88.3% | $69,631-71.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 14.24% | 21.62%-7.4pp | 205.93%-191.7pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $480 | $1,610-70.2% | $5,433-91.2% | $2,032-76.4% |
| Participant deferral / active EE | $2,736 | $2,080+31.5% | $4,939-44.6% | $3,224-15.1% |
| Admin fee / account holder | $5 | $116-95.5% | $13,880-100.0% | $110-95.2% |