Filed October 6, 2017
Total covered: 212 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,713 | $54,320-39.8% | $67,652-51.6% | $52,331-37.5% |
| Participation rate | 77.0% | 73.6%+3.5pp | 75.7%+1.4pp | 68.1%+8.9pp |
| Annual return | -2.96% | 6.81%-9.8pp | 6625.04%-6628.0pp | 4.54%-7.5pp |
| Employer contribution / active EE | $4,265 | $1,544+176.3% | $2,266+88.3% | $1,882+126.7% |
| Participant deferral / active EE | $5,645 | $2,950+91.3% | $3,560+58.6% | $3,022+86.8% |
| Admin fee / account holder | $224 | $527-57.5% | $4,821-95.4% | $592-62.2% |