Filed October 11, 1
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 6-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.
Participant 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 | $58,164 | $53,932+7.8% | $134,143-56.6% | $90,288-35.6% |
| Participation rate | 21.9% | 60.4%-38.5pp | 72.2%-50.3pp | 73.4%-51.5pp |
| Annual return | 14.89% | 23.16%-8.3pp | 36.33%-21.4pp | 53.97%-39.1pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $3,704-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $96 | $2,432-96.0% | $3,499-97.2% | $4,232-97.7% |
| Admin fee / account holder | $4 | $104-96.4% | $6,684-99.9% | $114-96.7% |