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 | $130,000 | $92,091+41.2% | $62,995+106.4% | $77,958+66.8% |
| Participation rate | 26.3% | 74.5%-48.1pp | 74.8%-48.5pp | 71.6%-45.3pp |
| Annual return | 13.94% | 16.23%-2.3pp | 87.57%-73.6pp | 20.87%-6.9pp |
| Employer contribution / active EE | $1,388 | $3,424-59.5% | $2,759-49.7% | $2,310-39.9% |
| Participant deferral / active EE | $1,123 | $3,361-66.6% | $3,329-66.3% | $3,537-68.2% |
| Admin fee / account holder | $0 | $48-100.0% | $3,600-100.0% | $97-100.0% |