Filed June 7, 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.
Annual investment return 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 | $25,867 | $88,324-70.7% | $115,037-77.5% | $55,191-53.1% |
| Participation rate | 68.9% | 72.5%-3.6pp | 81.4%-12.5pp | 69.2%-0.3pp |
| Annual return | -1.02% | 6.30%-7.3pp | 26.14%-27.2pp | 10.78%-11.8pp |
| Employer contribution / active EE | $2,316 | $2,805-17.4% | $4,608-49.7% | $1,899+22.0% |
| Participant deferral / active EE | $4,431 | $5,042-12.1% | $6,026-26.5% | $3,046+45.4% |
| Admin fee / account holder | $61 | $105-42.0% | $8,175-99.3% | $91-32.7% |