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 | $70,287 | $36,916+90.4% | $156,549-55.1% | $57,658+21.9% |
| Participation rate | 32.0% | 63.4%-31.5pp | 84.0%-52.1pp | 70.2%-38.3pp |
| Annual return | 6.53% | 12.38%-5.8pp | 32.23%-25.7pp | 5.13%+1.4pp |
| Employer contribution / active EE | $310 | $1,571-80.3% | $5,501-94.4% | $1,974-84.3% |
| Participant deferral / active EE | $1,258 | $1,926-34.7% | $4,871-74.2% | $3,061-58.9% |
| Admin fee / account holder | $30 | $82-63.7% | $13,027-99.8% | $95-68.3% |