Filed April 27, 2017
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $70,815 | $42,548+66.4% | $74,550-5.0% | $56,287+25.8% |
| Participation rate | 43.0% | 60.5%-17.5pp | 69.1%-26.2pp | 69.9%-26.9pp |
| Annual return | -4.86% | 12.40%-17.3pp | 32.53%-37.4pp | -9.96%+5.1pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,174 | $2,277-4.5% | $3,108-30.1% | $3,350-35.1% |
| Admin fee / account holder | $70 | $467-85.1% | $5,060-98.6% | $521-86.7% |