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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,543 | $60,795-53.1% | $69,455-58.9% | $65,185-56.2% |
| Participation rate | 68.7% | 74.9%-6.1pp | 74.6%-5.9pp | 70.2%-1.5pp |
| Annual return | 25.81% | 17.46%+8.3pp | 28.97%-3.2pp | 29.38%-3.6pp |
| Employer contribution / active EE | $1,384 | $2,452-43.6% | $2,779-50.2% | $2,177-36.4% |
| Participant deferral / active EE | $3,840 | $3,162+21.4% | $3,535+8.6% | $3,514+9.3% |
| Admin fee / account holder | $52 | $314-83.6% | $3,839-98.7% | $847-93.9% |