Filed August 29, 2013
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 | $0 | $65,322-100.0% | $70,449-100.0% | $73,488-100.0% |
| Participation rate | 0.0% | 77.0%-77.0pp | 75.1%-75.1pp | 70.7%-70.7pp |
| Annual return | 13.65% | 15.71%-2.1pp | 109.03%-95.4pp | 28.51%-14.9pp |
| Employer contribution / active EE | $3,065 | $2,460+24.6% | $2,737+12.0% | $2,270+35.0% |
| Participant deferral / active EE | $5,415 | $3,375+60.5% | $3,709+46.0% | $3,740+44.8% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |