Filed November 15, 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 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.
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 | $24,892 | $41,854-40.5% | $73,843-66.3% | $52,331-52.4% |
| Participation rate | 54.2% | 66.2%-12.0pp | 73.4%-19.2pp | 68.1%-13.9pp |
| Annual return | -1.41% | 2.11%-3.5pp | 2267.84%-2269.3pp | 4.54%-6.0pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $857 | $2,498-65.7% | $3,583-76.1% | $3,022-71.6% |
| Admin fee / account holder | $72 | $493-85.4% | $4,880-98.5% | $592-87.9% |