Filed June 30, 2017 (most recent of 3 filings on file)
Total covered: 2 employees
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $56,444 | $84,948-33.6% | $70,449-19.9% | $73,409-23.1% |
| Participation rate | 87.5% | 79.9%+7.5pp | 75.1%+12.4pp | 72.2%+15.3pp |
| Annual return | 6.78% | 13.39%-6.6pp | 109.03%-102.3pp | 59.29%-52.5pp |
| Employer contribution / active EE | $2,181 | $2,834-23.0% | $2,737-20.3% | $2,234-2.3% |
| Participant deferral / active EE | $2,520 | $3,387-25.6% | $3,709-32.0% | $3,805-33.8% |
| Admin fee / account holder | $20 | $98-79.9% | $3,845-99.5% | $158-87.5% |