Filed April 22, 2016 (most recent of 2 filings on file)
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 9-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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,226 | $54,573-40.9% | $90,951-64.6% | $73,488-56.1% |
| Participation rate | 0.0% | 61.2%-61.2pp | 69.0%-69.0pp | 70.7%-70.7pp |
| Annual return | 70.53% | 16.69%+53.8pp | 134.60%-64.1pp | 28.51%+42.0pp |
| Employer contribution / active EE | $3,571 | $991+260.2% | $2,122+68.3% | $2,270+57.3% |
| Participant deferral / active EE | $0 | $2,517-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $521-100.0% | $5,959-100.0% | $513-100.0% |