Filed May 31, 2017 (most recent of 3 filings on file)
Total covered: 8 employees
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $79,995 | $50,106+59.7% | $70,014+14.3% | $57,658+38.7% |
| Participation rate | 99.3% | 70.9%+28.4pp | 71.8%+27.4pp | 70.2%+29.0pp |
| Annual return | 8.57% | 14.58%-6.0pp | 12.99%-4.4pp | 5.13%+3.4pp |
| Employer contribution / active EE | $5,763 | $1,739+231.3% | $2,338+146.5% | $1,974+192.0% |
| Participant deferral / active EE | $4,357 | $2,486+75.3% | $2,931+48.7% | $3,061+42.4% |
| Admin fee / account holder | $477 | $89+435.1% | $4,380-89.1% | $95+404.9% |