Filed April 27, 2016 (most recent of 2 filings on file)
Total covered: 12 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 | $100,628 | $86,897+15.8% | $151,611-33.6% | $64,808+55.3% |
| Participation rate | 96.2% | 87.3%+8.9pp | 87.5%+8.7pp | 71.5%+24.7pp |
| Annual return | -12.95% | -3.57%-9.4pp | 3.33%-16.3pp | 32.82%-45.8pp |
| Employer contribution / active EE | $3,391 | $4,010-15.4% | $6,166-45.0% | $2,506+35.3% |
| Participant deferral / active EE | $5,746 | $6,690-14.1% | $8,363-31.3% | $4,310+33.3% |
| Admin fee / account holder | $0 | $153-100.0% | $11,616-100.0% | $188-100.0% |