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 | $74,889 | $37,196+101.3% | $154,107-51.4% | $55,725+34.4% |
| Participation rate | 28.7% | 64.1%-35.4pp | 83.0%-54.3pp | 70.9%-42.1pp |
| Annual return | -3.79% | 1319.68%-1323.5pp | 735.12%-738.9pp | 244.93%-248.7pp |
| Employer contribution / active EE | $310 | $1,614-80.8% | $5,298-94.1% | $2,078-85.1% |
| Participant deferral / active EE | $1,316 | $2,068-36.4% | $5,081-74.1% | $3,356-60.8% |
| Admin fee / account holder | $56 | $102-45.2% | $13,411-99.6% | $115-51.7% |