Filed January 1, 2015 (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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,532 | $44,989-43.2% | $170,442-85.0% | $77,958-67.2% |
| Participation rate | 44.5% | 64.6%-20.1pp | 83.6%-39.1pp | 71.6%-27.1pp |
| Annual return | 12.54% | 19.61%-7.1pp | 205.93%-193.4pp | 20.87%-8.3pp |
| Employer contribution / active EE | $724 | $1,466-50.6% | $5,433-86.7% | $2,310-68.7% |
| Participant deferral / active EE | $872 | $2,208-60.5% | $4,939-82.3% | $3,537-75.3% |
| Admin fee / account holder | $0 | $69-100.0% | $13,880-100.0% | $97-100.0% |