Filed March 1, 2019
Total covered: 3 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 | $119,144 | $84,948+40.3% | $70,449+69.1% | $73,409+62.3% |
| Participation rate | 93.8% | 79.9%+13.9pp | 75.1%+18.8pp | 72.2%+21.6pp |
| Annual return | 11.93% | 13.39%-1.5pp | 109.03%-97.1pp | 59.29%-47.4pp |
| Employer contribution / active EE | $3,550 | $2,834+25.3% | $2,737+29.7% | $2,234+58.9% |
| Participant deferral / active EE | $3,361 | $3,387-0.8% | $3,709-9.4% | $3,805-11.7% |
| Admin fee / account holder | $0 | $98-100.0% | $3,845-100.0% | $158-100.0% |