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.
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 | $27,215 | $45,382-40.0% | $154,107-82.3% | $75,289-63.9% |
| Participation rate | 50.7% | 65.9%-15.2pp | 83.0%-32.3pp | 72.4%-21.7pp |
| Annual return | 8.87% | -0.47%+9.3pp | 735.12%-726.2pp | -0.04%+8.9pp |
| Employer contribution / active EE | $818 | $1,533-46.7% | $5,298-84.6% | $2,405-66.0% |
| Participant deferral / active EE | $1,072 | $2,384-55.0% | $5,081-78.9% | $3,739-71.3% |
| Admin fee / account holder | $6 | $89-93.5% | $13,411-100.0% | $102-94.3% |