Filed June 13, 2018 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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.
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).
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 | $117,625 | $57,976+102.9% | $62,995+86.7% | $62,292+88.8% |
| Participation rate | 80.1% | 75.9%+4.2pp | 74.8%+5.3pp | 69.5%+10.6pp |
| Annual return | 10.54% | 17.54%-7.0pp | 87.57%-77.0pp | 28.90%-18.4pp |
| Employer contribution / active EE | $2,749 | $2,415+13.8% | $2,759-0.4% | $2,042+34.6% |
| Participant deferral / active EE | $4,156 | $2,956+40.6% | $3,329+24.8% | $3,169+31.1% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |