Filed August 23, 2022
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.
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 | $61,591 | $51,769+19.0% | $57,343+7.4% | $52,331+17.7% |
| Participation rate | 96.0% | 75.2%+20.8pp | 75.1%+20.9pp | 68.1%+27.9pp |
| Annual return | 1.31% | 2.43%-1.1pp | 24.39%-23.1pp | 4.54%-3.2pp |
| Employer contribution / active EE | $1,317 | $2,335-43.6% | $2,689-51.0% | $1,882-30.0% |
| Participant deferral / active EE | $1,895 | $2,794-32.2% | $3,162-40.1% | $3,022-37.3% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |