Filed March 17, 2016 (most recent of 33 filings on file)
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 | $16,218 | $37,039-56.2% | $147,614-89.0% | $59,188-72.6% |
| Participation rate | 61.0% | 63.8%-2.8pp | 84.6%-23.6pp | 69.4%-8.4pp |
| Annual return | 2.63% | 7.19%-4.6pp | 61.98%-59.3pp | 5.51%-2.9pp |
| Employer contribution / active EE | $394 | $1,353-70.9% | $5,564-92.9% | $2,098-81.2% |
| Participant deferral / active EE | $1,030 | $2,094-50.8% | $4,895-79.0% | $3,265-68.4% |
| Admin fee / account holder | $0 | $60-100.0% | $11,611-100.0% | $92-100.0% |