Filed December 12, 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 | $45,338 | $47,977-5.5% | $154,107-70.6% | $56,287-19.5% |
| Participation rate | 32.6% | 66.2%-33.6pp | 83.0%-50.5pp | 69.9%-37.3pp |
| Annual return | 1.08% | 3.54%-2.5pp | 735.12%-734.0pp | -9.96%+11.0pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,898 | $2,392-20.6% | $5,081-62.6% | $3,350-43.3% |
| Admin fee / account holder | $2 | $438-99.6% | $13,411-100.0% | $521-99.7% |