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 | $35,138 | $68,408-48.6% | $57,179-38.5% | $57,658-39.1% |
| Participation rate | 98.4% | 79.1%+19.3pp | 75.3%+23.1pp | 70.2%+28.2pp |
| Annual return | 8.28% | 8.51%-0.2pp | 14.59%-6.3pp | 5.13%+3.1pp |
| Employer contribution / active EE | $2,072 | $2,869-27.8% | $2,682-22.8% | $1,974+5.0% |
| Participant deferral / active EE | $1,804 | $2,903-37.9% | $3,096-41.7% | $3,061-41.1% |
| Admin fee / account holder | $65 | $70-7.2% | $3,139-97.9% | $95-31.6% |