Filed August 2, 2018
Total covered: 2 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $196 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,950 | $52,467+0.9% | $57,179-7.4% | $55,167-4.0% |
| Participation rate | 51.3% | 75.8%-24.6pp | 75.3%-24.0pp | 69.0%-17.7pp |
| Annual return | 7.72% | 7.72%0pp | 14.59%-6.9pp | 169.23%-161.5pp |
| Employer contribution / active EE | $1,177 | $2,477-52.5% | $2,682-56.1% | $1,963-40.0% |
| Participant deferral / active EE | $2,313 | $2,830-18.3% | $3,096-25.3% | $3,054-24.3% |
| Admin fee / account holder | $19 | $269-92.8% | $3,139-99.4% | $504-96.2% |