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.
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 | $49,289 | $80,753-39.0% | $136,294-63.8% | $62,292-20.9% |
| Participation rate | 39.3% | 73.5%-34.2pp | 81.9%-42.6pp | 69.5%-30.2pp |
| Annual return | 16.63% | 35.83%-19.2pp | 5155.94%-5139.3pp | 28.90%-12.3pp |
| Employer contribution / active EE | $1,597 | $2,884-44.6% | $4,695-66.0% | $2,042-21.8% |
| Participant deferral / active EE | $2,985 | $5,164-42.2% | $6,247-52.2% | $3,169-5.8% |
| Admin fee / account holder | $13 | $525-97.5% | $9,243-99.9% | $479-97.3% |