Filed September 13, 2017
Total covered: 78 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.
Participant contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,470 | $144,389+27.1% | $90,782+102.1% | $75,289+143.7% |
| Participation rate | 93.8% | 92.2%+1.6pp | 82.7%+11.2pp | 72.4%+21.4pp |
| Annual return | 0.52% | 0.91%-0.4pp | -3.42%+3.9pp | -0.04%+0.6pp |
| Employer contribution / active EE | $3,764 | $4,529-16.9% | $4,105-8.3% | $2,405+56.5% |
| Participant deferral / active EE | $5,440 | $7,882-31.0% | $5,366+1.4% | $3,739+45.5% |
| Admin fee / account holder | -$23 | $102-122.7% | $5,908-100.4% | $102-122.7% |