Filed December 14, 2015 (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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $25,719 | $52,884-51.4% | $84,750-69.7% | $55,167-53.4% |
| Participation rate | 33.3% | 67.5%-34.2pp | 76.6%-43.3pp | 69.0%-35.7pp |
| Annual return | 11.96% | 18.03%-6.1pp | 22.78%-10.8pp | 169.23%-157.3pp |
| Employer contribution / active EE | $817 | $2,233-63.4% | $3,574-77.1% | $1,963-58.4% |
| Participant deferral / active EE | $2,093 | $2,644-20.8% | $3,712-43.6% | $3,054-31.5% |
| Admin fee / account holder | $14 | $581-97.6% | $5,332-99.7% | $504-97.3% |