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.
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 | $57,768 | $47,898+20.6% | $117,472-50.8% | $64,808-10.9% |
| Participation rate | 81.9% | 61.9%+20.0pp | 70.6%+11.3pp | 71.5%+10.4pp |
| Annual return | -10.10% | -15.54%+5.4pp | 29.74%-39.8pp | 32.82%-42.9pp |
| Employer contribution / active EE | $1,281 | $1,774-27.8% | $4,176-69.3% | $2,506-48.9% |
| Participant deferral / active EE | $2,569 | $3,151-18.5% | $4,070-36.9% | $4,310-40.4% |
| Admin fee / account holder | $0 | $132-100.0% | $5,645-100.0% | $188-100.0% |