Filed May 10, 2018
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 | $59,958 | $47,977+25.0% | $154,107-61.1% | $56,287+6.5% |
| Participation rate | 39.8% | 66.2%-26.4pp | 83.0%-43.3pp | 69.9%-30.1pp |
| Annual return | -5.56% | 3.54%-9.1pp | 735.12%-740.7pp | -9.96%+4.4pp |
| Employer contribution / active EE | $522 | $2,169-75.9% | $5,298-90.2% | $2,111-75.3% |
| Participant deferral / active EE | $1,803 | $2,392-24.6% | $5,081-64.5% | $3,350-46.2% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |