Filed October 1, 2020
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $162,316 | $82,279+97.3% | $77,999+108.1% | $63,975+153.7% |
| Participation rate | 99.0% | 84.7%+14.4pp | 75.5%+23.5pp | 71.1%+27.9pp |
| Annual return | 11.15% | 11.20%0pp | 425.96%-414.8pp | 48.65%-37.5pp |
| Employer contribution / active EE | $14,860 | $3,297+350.8% | $2,470+501.6% | $2,182+581.1% |
| Participant deferral / active EE | $10,369 | $4,538+128.5% | $3,497+196.5% | $3,356+208.9% |
| Admin fee / account holder | $2 | $81-97.3% | $5,480-100.0% | $70-96.9% |