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 | $31,074 | $70,083-55.7% | $59,878-48.1% | $55,725-44.2% |
| Participation rate | 98.7% | 78.4%+20.3pp | 74.7%+24.0pp | 70.9%+27.8pp |
| Annual return | -2.73% | 3.13%-5.9pp | 3.46%-6.2pp | 244.93%-247.7pp |
| Employer contribution / active EE | $1,889 | $2,878-34.4% | $2,722-30.6% | $2,078-9.1% |
| Participant deferral / active EE | $1,914 | $3,079-37.8% | $3,402-43.7% | $3,356-43.0% |
| Admin fee / account holder | $86 | $70+22.1% | $3,590-97.6% | $115-25.5% |