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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,394 | $66,124-37.4% | $90,404-54.2% | $73,488-43.7% |
| Participation rate | 37.1% | 69.7%-32.6pp | 72.7%-35.6pp | 70.7%-33.6pp |
| Annual return | 16.15% | 17.65%-1.5pp | 1293.02%-1276.9pp | 28.51%-12.4pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,262-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,042 | $3,039-65.7% | $3,963-73.7% | $3,740-72.1% |
| Admin fee / account holder | $114 | $396-71.3% | $5,611-98.0% | $513-77.9% |