Filed February 12, 2019
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 7-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).
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 | $25,184 | $62,928-60.0% | $172,739-85.4% | $67,579-62.7% |
| Participation rate | 92.7% | 64.5%+28.2pp | 82.6%+10.0pp | 71.3%+21.4pp |
| Annual return | 11069.28% | 30.36%+11038.9pp | 802.84%+10266.4pp | 378.56%+10690.7pp |
| Employer contribution / active EE | $340 | $1,636-79.2% | $5,143-93.4% | $2,148-84.2% |
| Participant deferral / active EE | $2,864 | $2,145+33.5% | $5,198-44.9% | $3,539-19.1% |
| Admin fee / account holder | $4 | $167-97.8% | $13,954-100.0% | $142-97.4% |