Filed December 11, 2014
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 | $42,450 | $75,183-43.5% | $123,892-65.7% | $55,167-23.1% |
| Participation rate | 35.0% | 72.8%-37.8pp | 81.4%-46.4pp | 69.0%-34.0pp |
| Annual return | 11.00% | 19.01%-8.0pp | 47.52%-36.5pp | 169.23%-158.2pp |
| Employer contribution / active EE | $1,563 | $2,823-44.6% | $4,617-66.1% | $1,963-20.3% |
| Participant deferral / active EE | $2,779 | $5,084-45.4% | $5,984-53.6% | $3,054-9.0% |
| Admin fee / account holder | $15 | $663-97.7% | $8,357-99.8% | $504-97.0% |