Filed December 13, 2018
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 | $101,294 | $73,638+37.6% | $95,952+5.6% | $73,488+37.8% |
| Participation rate | 95.7% | 76.2%+19.5pp | 77.1%+18.6pp | 70.7%+25.0pp |
| Annual return | 18.34% | 16.78%+1.6pp | 91.61%-73.3pp | 28.51%-10.2pp |
| Employer contribution / active EE | $2,159 | $1,863+15.9% | $2,541-15.0% | $2,270-4.9% |
| Participant deferral / active EE | $4,609 | $3,617+27.4% | $4,167+10.6% | $3,740+23.3% |
| Admin fee / account holder | $42 | $482-91.3% | $6,795-99.4% | $513-91.8% |