Filed August 7, 2013 (most recent of 8 filings on file)
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,087 | $30,072+3.4% | $64,105-51.5% | $67,505-53.9% |
| Participation rate | 66.0% | 59.4%+6.6pp | 68.2%-2.2pp | 71.2%-5.2pp |
| Annual return | -0.75% | 0.30%-1.1pp | 791.24%-792.0pp | 6.52%-7.3pp |
| Employer contribution / active EE | $728 | $725+0.5% | $1,820-60.0% | $2,173-66.5% |
| Participant deferral / active EE | $1,412 | $1,453-2.8% | $2,822-50.0% | $3,597-60.7% |
| Admin fee / account holder | $0 | $62-100.0% | $4,499-100.0% | $56-100.0% |