Filed November 27, 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 8-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.
Annual investment return 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 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 | $58,675 | $54,121+8.4% | $134,143-56.3% | $73,409-20.1% |
| Participation rate | 84.7% | 64.4%+20.4pp | 72.2%+12.6pp | 72.2%+12.6pp |
| Annual return | 3.49% | -312.52%+316.0pp | 36.33%-32.8pp | 59.29%-55.8pp |
| Employer contribution / active EE | $1,668 | $1,402+19.0% | $3,704-55.0% | $2,234-25.3% |
| Participant deferral / active EE | $3,239 | $2,844+13.9% | $3,499-7.4% | $3,805-14.9% |
| Admin fee / account holder | $0 | $132-100.0% | $6,684-100.0% | $158-100.0% |