Filed April 7, 2015 (most recent of 5 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,477 | $100,179-85.5% | $84,015-82.8% | $89,569-83.8% |
| Participation rate | 57.8% | 54.1%+3.6pp | 69.0%-11.3pp | 69.6%-11.8pp |
| Annual return | 21.39% | 22.50%-1.1pp | 71.31%-49.9pp | 34.56%-13.2pp |
| Employer contribution / active EE | $368 | $816-55.0% | $1,983-81.5% | $2,584-85.8% |
| Participant deferral / active EE | $612 | $1,459-58.0% | $3,239-81.1% | $4,220-85.5% |
| Admin fee / account holder | $0 | $72-100.0% | $6,101-100.0% | $72-100.0% |