Filed December 30, 2014 (most recent of 2 filings on file)
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.
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $46,244-100.0% | $50,635-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 2.8%-2.8pp |
| Annual return | 26.74% | 15.46%+11.3pp | 18.06%+8.7pp | 16.32%+10.4pp |
| Employer contribution / active EE | $0 | $10,289-100.0% | $30,411-100.0% | $17,007-100.0% |
| Participant deferral / active EE | $0 | $214-100.0% | $40-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $1,675-100.0% | $127-100.0% |