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 | $77,355 | $46,173+67.5% | $170,442-54.6% | $69,631+11.1% |
| Participation rate | 33.5% | 63.9%-30.4pp | 83.6%-50.1pp | 70.7%-37.2pp |
| Annual return | 15.18% | 21.62%-6.4pp | 205.93%-190.8pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $326 | $1,610-79.7% | $5,433-94.0% | $2,032-83.9% |
| Participant deferral / active EE | $1,327 | $2,080-36.2% | $4,939-73.1% | $3,224-58.8% |
| Admin fee / account holder | $29 | $116-75.1% | $13,880-99.8% | $110-73.9% |