Filed November 27, 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 8-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.
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 | $69,650 | $62,723+11.0% | $142,863-51.2% | $86,799-19.8% |
| Participation rate | 84.7% | 62.6%+22.1pp | 71.9%+12.8pp | 72.3%+12.4pp |
| Annual return | 24.73% | 17.62%+7.1pp | 5637.54%-5612.8pp | 97.91%-73.2pp |
| Employer contribution / active EE | $1,627 | $1,627+0.1% | $4,144-60.7% | $2,405-32.3% |
| Participant deferral / active EE | $3,038 | $3,0390% | $3,837-20.8% | $4,131-26.5% |
| Admin fee / account holder | $0 | $140-100.0% | $6,560-100.0% | $170-100.0% |