Filed November 3, 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 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).
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 | $72,469 | $136,307-46.8% | $177,821-59.2% | $73,488-1.4% |
| Participation rate | 84.1% | 86.1%-2.0pp | 87.7%-3.6pp | 70.7%+13.5pp |
| Annual return | 27.81% | 18.68%+9.1pp | 48.32%-20.5pp | 28.51%-0.7pp |
| Employer contribution / active EE | $3,451 | $3,712-7.0% | $5,918-41.7% | $2,270+52.0% |
| Participant deferral / active EE | $6,559 | $5,829+12.5% | $7,714-15.0% | $3,740+75.4% |
| Admin fee / account holder | $15 | $596-97.5% | $12,427-99.9% | $513-97.1% |