Filed May 9, 2016
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,605 | $46,360-57.7% | $147,614-86.7% | $52,331-62.5% |
| Participation rate | 39.8% | 64.9%-25.1pp | 84.6%-44.8pp | 68.1%-28.3pp |
| Annual return | -1.76% | 1.62%-3.4pp | 61.98%-63.7pp | 4.54%-6.3pp |
| Employer contribution / active EE | $958 | $2,126-55.0% | $5,564-82.8% | $1,882-49.1% |
| Participant deferral / active EE | $1,658 | $2,258-26.5% | $4,895-66.1% | $3,022-45.1% |
| Admin fee / account holder | $25 | $766-96.8% | $11,611-99.8% | $592-95.8% |