Filed March 17, 2016 (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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,601 | $39,245-9.3% | $64,105-44.5% | $52,331-32.0% |
| Participation rate | 54.3% | 58.2%-3.9pp | 68.2%-13.9pp | 68.1%-13.8pp |
| Annual return | -2.06% | 14.79%-16.8pp | 791.24%-793.3pp | 4.54%-6.6pp |
| Employer contribution / active EE | $1,247 | $736+69.3% | $1,820-31.5% | $1,882-33.8% |
| Participant deferral / active EE | $2,550 | $1,992+28.0% | $2,822-9.6% | $3,022-15.6% |
| Admin fee / account holder | $267 | $592-55.0% | $4,499-94.1% | $592-54.9% |