Filed August 11, 2012
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 5-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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,789 | $37,117-62.9% | $147,614-90.7% | $55,191-75.0% |
| Participation rate | 44.9% | 63.6%-18.7pp | 84.6%-39.7pp | 69.2%-24.3pp |
| Annual return | 2.69% | 3.44%-0.8pp | 61.98%-59.3pp | 10.78%-8.1pp |
| Employer contribution / active EE | $607 | $1,620-62.6% | $5,564-89.1% | $1,899-68.0% |
| Participant deferral / active EE | $1,219 | $1,985-38.6% | $4,895-75.1% | $3,046-60.0% |
| Admin fee / account holder | $0 | $86-99.9% | $11,611-100.0% | $91-99.9% |