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.
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 | $23,967 | $62,928-61.9% | $172,739-86.1% | $67,579-64.5% |
| Participation rate | 53.6% | 64.5%-10.9pp | 82.6%-29.1pp | 71.3%-17.7pp |
| Annual return | 26.21% | 30.36%-4.2pp | 802.84%-776.6pp | 378.56%-352.3pp |
| Employer contribution / active EE | $1,436 | $1,636-12.2% | $5,143-72.1% | $2,148-33.1% |
| Participant deferral / active EE | $2,244 | $2,145+4.6% | $5,198-56.8% | $3,539-36.6% |
| Admin fee / account holder | $58 | $167-65.2% | $13,954-99.6% | $142-59.3% |