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 3 reportable transactions. $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).
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 | $285,953 | $127,796+123.8% | $76,768+272.5% | $73,367+289.8% |
| Participation rate | 99.9% | 88.2%+11.7pp | 77.0%+22.9pp | 69.5%+30.4pp |
| Annual return | -1.16% | -2.31%+1.2pp | 2.43%-3.6pp | 173.45%-174.6pp |
| Employer contribution / active EE | $11,049 | $3,931+181.1% | $2,485+344.6% | $2,499+342.1% |
| Participant deferral / active EE | $11,990 | $6,924+73.2% | $3,852+211.3% | $4,033+197.3% |
| Admin fee / account holder | $0 | $66-100.0% | $6,675-100.0% | $68-100.0% |