Filed January 9, 2015
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $119,918 | $85,199+40.8% | $57,179+109.7% | $63,975+87.4% |
| Participation rate | 30.4% | 74.0%-43.6pp | 75.3%-44.9pp | 71.1%-40.7pp |
| Annual return | 7.60% | 10.43%-2.8pp | 14.59%-7.0pp | 48.65%-41.0pp |
| Employer contribution / active EE | $1,514 | $3,446-56.1% | $2,682-43.6% | $2,182-30.6% |
| Participant deferral / active EE | $1,131 | $3,109-63.6% | $3,096-63.5% | $3,356-66.3% |
| Admin fee / account holder | $0 | $39-100.0% | $3,139-100.0% | $70-100.0% |