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).
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 | $190,870 | $75,284+153.5% | $91,001+109.7% | $69,631+174.1% |
| Participation rate | 99.0% | 80.4%+18.6pp | 75.6%+23.4pp | 70.7%+28.3pp |
| Annual return | 19.13% | 48.40%-29.3pp | 4.60%+14.5pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $13,382 | $2,473+441.2% | $2,456+445.0% | $2,032+558.5% |
| Participant deferral / active EE | $12,029 | $3,700+225.1% | $3,547+239.1% | $3,224+273.1% |
| Admin fee / account holder | $3 | $111-97.5% | $5,417-99.9% | $110-97.5% |