Filed November 3, 2020 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,836 | $121,341-35.0% | $189,513-58.4% | $79,386-0.7% |
| Participation rate | 82.0% | 86.1%-4.1pp | 87.8%-5.8pp | 70.7%+11.3pp |
| Annual return | 19.72% | 21.08%-1.4pp | 555.15%-535.4pp | 116.85%-97.1pp |
| Employer contribution / active EE | $3,522 | $3,915-10.0% | $6,162-42.8% | $2,427+45.1% |
| Participant deferral / active EE | $7,165 | $6,395+12.0% | $8,221-12.8% | $4,046+77.1% |
| Admin fee / account holder | $17 | $651-97.4% | $12,045-99.9% | $626-97.3% |