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 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 | $19,822 | $46,173-57.1% | $170,442-88.4% | $69,631-71.5% |
| Participation rate | 52.3% | 63.9%-11.6pp | 83.6%-31.3pp | 70.7%-18.4pp |
| Annual return | 19.34% | 21.62%-2.3pp | 205.93%-186.6pp | 27571.02%-27551.7pp |
| Employer contribution / active EE | $705 | $1,610-56.2% | $5,433-87.0% | $2,032-65.3% |
| Participant deferral / active EE | $1,516 | $2,080-27.1% | $4,939-69.3% | $3,224-53.0% |
| Admin fee / account holder | $0 | $116-99.9% | $13,880-100.0% | $110-99.9% |