Filed June 19, 2020 (most recent of 8 filings on file)
Total covered: 1,371 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 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,016 | $110,299+94.9% | $102,423+109.9% | $199,593+7.7% |
| Participation rate | 99.8% | 86.3%+13.5pp | 76.5%+23.3pp | 72.0%+27.8pp |
| Annual return | 18.62% | 35.73%-17.1pp | 29.32%-10.7pp | 34.25%-15.6pp |
| Employer contribution / active EE | $9,205 | $3,603+155.5% | $3,023+204.5% | $3,034+203.4% |
| Participant deferral / active EE | $10,085 | $6,376+58.2% | $5,053+99.6% | $5,087+98.3% |
| Admin fee / account holder | $0 | $122-100.0% | $9,451-100.0% | $269-100.0% |