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 | $24,682 | $46,173-46.5% | $170,442-85.5% | $69,631-64.6% |
| Participation rate | 28.9% | 63.9%-35.0pp | 83.6%-54.7pp | 70.7%-41.8pp |
| Annual return | 16.28% | 21.62%-5.3pp | 205.93%-189.6pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $969 | $1,610-39.8% | $5,433-82.2% | $2,032-52.3% |
| Participant deferral / active EE | $1,506 | $2,080-27.6% | $4,939-69.5% | $3,224-53.3% |
| Admin fee / account holder | $29 | $116-74.8% | $13,880-99.8% | $110-73.5% |