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 | $15,673 | $71,192-78.0% | $117,854-86.7% | $62,292-74.8% |
| Participation rate | 85.5% | 74.2%+11.3pp | 79.7%+5.9pp | 69.5%+16.0pp |
| Annual return | 19.39% | 18.66%+0.7pp | 335.08%-315.7pp | 28.90%-9.5pp |
| Employer contribution / active EE | $2,011 | $1,934+4.0% | $3,786-46.9% | $2,042-1.5% |
| Participant deferral / active EE | $2,920 | $3,189-8.4% | $4,482-34.9% | $3,169-7.9% |
| Admin fee / account holder | $9 | $587-98.5% | $8,020-99.9% | $479-98.1% |