Filed August 18, 2020 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,681 | $46,292-31.6% | $143,757-78.0% | $64,808-51.1% |
| Participation rate | 27.9% | 64.2%-36.3pp | 80.3%-52.4pp | 71.5%-43.6pp |
| Annual return | -14.11% | -10.05%-4.1pp | -0.04%-14.1pp | 32.82%-46.9pp |
| Employer contribution / active EE | $712 | $1,910-62.7% | $4,951-85.6% | $2,506-71.6% |
| Participant deferral / active EE | $1,239 | $2,646-53.2% | $5,637-78.0% | $4,310-71.3% |
| Admin fee / account holder | $137 | $154-11.2% | $14,673-99.1% | $188-27.3% |