Filed January 30, 2013
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.
Employer 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 | $0 | $53,412-100.0% | $68,509-100.0% | $52,331-100.0% |
| Participation rate | 0.0% | 71.7%-71.7pp | 74.7%-74.7pp | 68.1%-68.1pp |
| Annual return | 16.52% | 3.42%+13.1pp | 8.27%+8.2pp | 4.54%+12.0pp |
| Employer contribution / active EE | $81 | $1,607-94.9% | $2,278-96.4% | $1,882-95.7% |
| Participant deferral / active EE | $2,093 | $2,688-22.1% | $3,382-38.1% | $3,022-30.8% |
| Admin fee / account holder | $0 | $461-100.0% | $5,275-100.0% | $592-100.0% |