Filed February 7, 2018
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,835 | $57,108-88.0% | $94,224-92.7% | $52,331-86.9% |
| Participation rate | 85.1% | 72.9%+12.2pp | 78.8%+6.4pp | 68.1%+17.0pp |
| Annual return | 0.00% | 1.47%-1.5pp | 10.68%-10.7pp | 4.54%-4.5pp |
| Employer contribution / active EE | $2,241 | $1,735+29.1% | $3,587-37.5% | $1,882+19.1% |
| Participant deferral / active EE | $3,736 | $3,040+22.9% | $4,320-13.5% | $3,022+23.6% |
| Admin fee / account holder | $4 | $546-99.4% | $6,269-99.9% | $592-99.4% |