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 | $33,383 | $52,293-36.2% | $178,490-81.3% | $73,409-54.5% |
| Participation rate | 57.8% | 65.3%-7.6pp | 81.9%-24.2pp | 72.2%-14.4pp |
| Annual return | 24.32% | 34.75%-10.4pp | 151.07%-126.8pp | 59.29%-35.0pp |
| Employer contribution / active EE | $1,737 | $1,735+0.1% | $5,011-65.3% | $2,234-22.2% |
| Participant deferral / active EE | $2,661 | $2,332+14.1% | $5,202-48.9% | $3,805-30.1% |
| Admin fee / account holder | $62 | $127-51.4% | $13,984-99.6% | $158-60.8% |