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 | $59,901 | $52,406+14.3% | $129,207-53.6% | $74,495-19.6% |
| Participation rate | 87.8% | 53.8%+34.0pp | 69.6%+18.2pp | 67.2%+20.6pp |
| Annual return | 13.03% | 15.66%-2.6pp | 9417.33%-9404.3pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,986 | $1,531+29.8% | $4,153-52.2% | $2,623-24.3% |
| Participant deferral / active EE | $3,475 | $2,794+24.3% | $4,168-16.6% | $4,346-20.0% |
| Admin fee / account holder | $0 | $2,633-100.0% | $7,715-100.0% | $1,942-100.0% |