Filed March 17, 2022 (most recent of 7 filings on file)
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $389,219 | $237,678+63.8% | $113,168+243.9% | $140,769+176.5% |
| Participation rate | 97.8% | 92.1%+5.7pp | 76.6%+21.2pp | 74.2%+23.6pp |
| Annual return | 15.30% | 20.63%-5.3pp | 24.27%-9.0pp | 16.82%-1.5pp |
| Employer contribution / active EE | $11,193 | $6,583+70.0% | $2,975+276.2% | $3,906+186.6% |
| Participant deferral / active EE | $14,264 | $11,080+28.7% | $5,107+179.3% | $6,717+112.4% |
| Admin fee / account holder | $0 | $66-100.0% | $12,068-100.0% | $229-100.0% |