Filed May 28, 2019 (most recent of 2 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.
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 | $93,366 | $39,122+138.7% | $57,179+63.3% | $62,891+48.5% |
| Participation rate | 95.9% | 70.5%+25.4pp | 75.3%+20.6pp | 69.3%+26.6pp |
| Annual return | 7.12% | 9.23%-2.1pp | 14.59%-7.5pp | 20.14%-13.0pp |
| Employer contribution / active EE | $6,937 | $1,874+270.1% | $2,682+158.6% | $2,281+204.1% |
| Participant deferral / active EE | $6,687 | $2,374+181.7% | $3,096+116.0% | $3,203+108.8% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |