Filed November 17, 2017 (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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $39,728 |
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 | $160,876 | $60,989+163.8% | $60,874+164.3% | $66,914+140.4% |
| Participation rate | 85.8% | 74.5%+11.4pp | 73.1%+12.7pp | 69.8%+16.0pp |
| Annual return | -14.74% | -9.60%-5.1pp | 16.90%-31.6pp | 1.58%-16.3pp |
| Employer contribution / active EE | $4,637 | $2,661+74.3% | $2,701+71.6% | $2,544+82.2% |
| Participant deferral / active EE | $6,298 | $3,615+74.2% | $3,817+65.0% | $4,237+48.6% |
| Admin fee / account holder | $126 | $338-62.9% | $3,224-96.1% | $593-78.8% |