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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $65,021 | $52,953+22.8% | $172,739-62.4% | $65,185-0.3% |
| Participation rate | 45.2% | 66.2%-21.0pp | 82.6%-37.5pp | 70.2%-25.0pp |
| Annual return | 21.13% | 30.12%-9.0pp | 802.84%-781.7pp | 29.38%-8.3pp |
| Employer contribution / active EE | $590 | $2,190-73.0% | $5,143-88.5% | $2,177-72.9% |
| Participant deferral / active EE | $2,146 | $2,471-13.2% | $5,198-58.7% | $3,514-38.9% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |