Filed January 4, 2018 (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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,573 | $55,002-59.0% | $59,878-62.3% | $56,287-59.9% |
| Participation rate | 94.6% | 75.9%+18.7pp | 74.7%+19.9pp | 69.9%+24.7pp |
| Annual return | -4.34% | 1.13%-5.5pp | 3.46%-7.8pp | -9.96%+5.6pp |
| Employer contribution / active EE | $1,334 | $2,448-45.5% | $2,722-51.0% | $2,111-36.8% |
| Participant deferral / active EE | $4,031 | $3,121+29.2% | $3,402+18.5% | $3,350+20.3% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |