Filed November 20, 2018 (most recent of 3 filings on file)
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 5-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 | $51,216 | $74,552-31.3% | $62,995-18.7% | $69,631-26.4% |
| Participation rate | 83.8% | 78.3%+5.5pp | 74.8%+9.0pp | 70.7%+13.1pp |
| Annual return | 17.16% | 15.77%+1.4pp | 87.57%-70.4pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,759-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,775 | $2,974+26.9% | $3,329+13.4% | $3,224+17.1% |
| Admin fee / account holder | $4 | $59-93.4% | $3,600-99.9% | $110-96.4% |