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 | $91,858 | $52,293+75.7% | $178,490-48.5% | $73,409+25.1% |
| Participation rate | 32.4% | 65.3%-33.0pp | 81.9%-49.6pp | 72.2%-39.8pp |
| Annual return | 13.32% | 34.75%-21.4pp | 151.07%-137.7pp | 59.29%-46.0pp |
| Employer contribution / active EE | $349 | $1,735-79.9% | $5,011-93.0% | $2,234-84.4% |
| Participant deferral / active EE | $1,523 | $2,332-34.7% | $5,202-70.7% | $3,805-60.0% |
| Admin fee / account holder | $61 | $127-52.4% | $13,984-99.6% | $158-61.6% |