Filed August 20, 2020 (most recent of 2 filings on file)
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 9-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 | $34,226 | $67,166-49.0% | $57,343-40.3% | $55,191-38.0% |
| Participation rate | 99.7% | 77.7%+22.0pp | 75.1%+24.6pp | 69.2%+30.5pp |
| Annual return | 2.61% | 4.22%-1.6pp | 24.39%-21.8pp | 10.78%-8.2pp |
| Employer contribution / active EE | $2,069 | $2,812-26.4% | $2,689-23.1% | $1,899+8.9% |
| Participant deferral / active EE | $1,624 | $2,835-42.7% | $3,162-48.7% | $3,046-46.7% |
| Admin fee / account holder | $17 | $44-60.0% | $3,356-99.5% | $91-80.8% |