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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,285 | $48,335+33.0% | $121,098-46.9% | $71,457-10.0% |
| Participation rate | 0.0% | 54.3%-54.3pp | 69.5%-69.5pp | 67.9%-67.9pp |
| Annual return | 22.96% | 23.32%-0.4pp | 985.75%-962.8pp | 28.85%-5.9pp |
| Employer contribution / active EE | $3,763 | $1,489+152.8% | $4,164-9.6% | $2,588+45.4% |
| Participant deferral / active EE | $6,191 | $2,754+124.8% | $4,080+51.8% | $4,289+44.4% |
| Admin fee / account holder | $133 | $1,841-92.8% | $5,644-97.6% | $1,587-91.6% |