Filed February 11, 2011
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $50,666-100.0% | $76,817-100.0% | $65,185-100.0% |
| Participation rate | 0.0% | 68.8%-68.8pp | 72.1%-72.1pp | 70.2%-70.2pp |
| Annual return | 2.60% | 28.51%-25.9pp | 1166.11%-1163.5pp | 29.38%-26.8pp |
| Employer contribution / active EE | $315 | $1,575-80.0% | $2,302-86.3% | $2,177-85.5% |
| Participant deferral / active EE | $1,935 | $2,647-26.9% | $3,336-42.0% | $3,514-44.9% |
| Admin fee / account holder | $0 | $463-100.0% | $6,420-100.0% | $847-100.0% |