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 | $33,935 | $47,126-28.0% | $149,673-77.3% | $74,419-54.4% |
| Participation rate | 28.7% | 63.4%-34.7pp | 78.8%-50.1pp | 70.7%-42.0pp |
| Annual return | 21.34% | 22.75%-1.4pp | 134.42%-113.1pp | 34.38%-13.0pp |
| Employer contribution / active EE | $703 | $1,905-63.1% | $4,818-85.4% | $2,637-73.3% |
| Participant deferral / active EE | $1,228 | $2,728-55.0% | $5,680-78.4% | $4,528-72.9% |
| Admin fee / account holder | $96 | $343-72.0% | $13,210-99.3% | $348-72.5% |