Filed October 6, 2017
Total covered: 212 employees
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $38,129 | $60,165-36.6% | $74,183-48.6% | $55,167-30.9% |
| Participation rate | 78.8% | 74.2%+4.7pp | 76.6%+2.2pp | 69.0%+9.8pp |
| Annual return | 10.23% | 10.00%+0.2pp | 17.74%-7.5pp | 169.23%-159.0pp |
| Employer contribution / active EE | $4,782 | $1,600+199.0% | $2,370+101.8% | $1,963+143.7% |
| Participant deferral / active EE | $6,742 | $2,973+126.8% | $3,550+89.9% | $3,054+120.7% |
| Admin fee / account holder | $259 | $419-38.2% | $5,586-95.4% | $504-48.6% |