Filed October 2, 2017
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 | $30,718 | $52,406-41.4% | $129,207-76.2% | $74,495-58.8% |
| Participation rate | 100.0% | 53.8%+46.2pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 16.31% | 15.66%+0.7pp | 9417.33%-9401.0pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $3,439 | $1,531+124.7% | $4,153-17.2% | $2,623+31.1% |
| Participant deferral / active EE | $5,999 | $2,794+114.7% | $4,168+44.0% | $4,346+38.1% |
| Admin fee / account holder | $56 | $2,633-97.9% | $7,715-99.3% | $1,942-97.1% |