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.
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 | $25,679 | $56,095-54.2% | $178,490-85.6% | $90,288-71.6% |
| Participation rate | 46.3% | 65.6%-19.2pp | 81.9%-35.6pp | 73.4%-27.0pp |
| Annual return | 7.05% | 28.81%-21.8pp | 151.07%-144.0pp | 53.97%-46.9pp |
| Employer contribution / active EE | $879 | $1,572-44.1% | $5,011-82.5% | $2,524-65.2% |
| Participant deferral / active EE | $1,230 | $2,669-53.9% | $5,202-76.4% | $4,232-70.9% |
| Admin fee / account holder | $119 | $101+18.7% | $13,984-99.1% | $114+4.7% |