Filed October 30, 2018
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.
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 | $27,522 | $47,977-42.6% | $154,107-82.1% | $56,287-51.1% |
| Participation rate | 36.4% | 66.2%-29.7pp | 83.0%-46.6pp | 69.9%-33.4pp |
| Annual return | 7.51% | 3.54%+4.0pp | 735.12%-727.6pp | -9.96%+17.5pp |
| Employer contribution / active EE | $309 | $2,169-85.7% | $5,298-94.2% | $2,111-85.3% |
| Participant deferral / active EE | $950 | $2,392-60.3% | $5,081-81.3% | $3,350-71.6% |
| Admin fee / account holder | $14 | $438-96.8% | $13,411-99.9% | $521-97.3% |