Filed October 2, 2017
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $22,806 | $53,901-57.7% | $134,143-83.0% | $73,488-69.0% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.2%+27.8pp | 70.7%+29.3pp |
| Annual return | 16.98% | 15.82%+1.2pp | 36.33%-19.4pp | 28.51%-11.5pp |
| Employer contribution / active EE | $2,208 | $1,458+51.4% | $3,704-40.4% | $2,270-2.8% |
| Participant deferral / active EE | $3,459 | $2,739+26.3% | $3,499-1.1% | $3,740-7.5% |
| Admin fee / account holder | $53 | $581-90.9% | $6,684-99.2% | $513-89.7% |