Filed April 22, 2014
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $25,561 | $74,552-65.7% | $62,995-59.4% | $69,631-63.3% |
| Participation rate | 65.6% | 78.3%-12.7pp | 74.8%-9.2pp | 70.7%-5.1pp |
| Annual return | 23.38% | 15.77%+7.6pp | 87.57%-64.2pp | 27571.02%-27547.6pp |
| Employer contribution / active EE | $1,889 | $2,929-35.5% | $2,759-31.5% | $2,032-7.0% |
| Participant deferral / active EE | $1,291 | $2,974-56.6% | $3,329-61.2% | $3,224-60.0% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |