Filed February 7, 2018
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.
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% |