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.
Employer 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 | $64,674 | $122,239-47.1% | $184,203-64.9% | $74,495-13.2% |
| Participation rate | 86.5% | 85.5%+1.0pp | 86.8%-0.3pp | 67.2%+19.3pp |
| Annual return | 13.19% | 19.95%-6.8pp | 28.81%-15.6pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $1,692 | $4,537-62.7% | $6,427-73.7% | $2,623-35.5% |
| Participant deferral / active EE | $3,177 | $7,139-55.5% | $9,131-65.2% | $4,346-26.9% |
| Admin fee / account holder | $0 | $1,260-100.0% | $13,901-100.0% | $1,942-100.0% |