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 | $36,354 | $74,552-51.2% | $62,995-42.3% | $69,631-47.8% |
| Participation rate | 98.5% | 78.3%+20.2pp | 74.8%+23.7pp | 70.7%+27.8pp |
| Annual return | 13.08% | 15.77%-2.7pp | 87.57%-74.5pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $1,997 | $2,929-31.8% | $2,759-27.6% | $2,032-1.7% |
| Participant deferral / active EE | $1,927 | $2,974-35.2% | $3,329-42.1% | $3,224-40.2% |
| Admin fee / account holder | $79 | $59+32.7% | $3,600-97.8% | $110-28.6% |