Filed December 29, 2017 (most recent of 2 filings on file)
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 | $136,802 | $68,408+100.0% | $57,179+139.3% | $57,658+137.3% |
| Participation rate | 98.2% | 79.1%+19.1pp | 75.3%+22.9pp | 70.2%+28.0pp |
| Annual return | 7.33% | 8.51%-1.2pp | 14.59%-7.3pp | 5.13%+2.2pp |
| Employer contribution / active EE | $2,472 | $2,869-13.8% | $2,682-7.8% | $1,974+25.3% |
| Participant deferral / active EE | $3,767 | $2,903+29.8% | $3,096+21.7% | $3,061+23.1% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |