Filed January 4, 2018 (most recent of 3 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 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,859 | $121,341-54.0% | $189,513-70.5% | $79,386-29.6% |
| Participation rate | 86.7% | 86.1%+0.6pp | 87.8%-1.1pp | 70.7%+16.0pp |
| Annual return | 15.02% | 21.08%-6.1pp | 555.15%-540.1pp | 116.85%-101.8pp |
| Employer contribution / active EE | $1,582 | $3,915-59.6% | $6,162-74.3% | $2,427-34.8% |
| Participant deferral / active EE | $2,846 | $6,395-55.5% | $8,221-65.4% | $4,046-29.7% |
| Admin fee / account holder | $7 | $651-99.0% | $12,045-99.9% | $626-98.9% |