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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $48,654 | $65,322-25.5% | $70,449-30.9% | $73,488-33.8% |
| Participation rate | 70.9% | 77.0%-6.1pp | 75.1%-4.2pp | 70.7%+0.2pp |
| Annual return | 7.11% | 15.71%-8.6pp | 109.03%-101.9pp | 28.51%-21.4pp |
| Employer contribution / active EE | $2,545 | $2,460+3.4% | $2,737-7.0% | $2,270+12.1% |
| Participant deferral / active EE | $3,627 | $3,375+7.5% | $3,709-2.2% | $3,740-3.0% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |