Filed March 29, 2019
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,723 | $46,761-4.4% | $106,619-58.1% | $57,658-22.4% |
| Participation rate | 15.2% | 56.9%-41.7pp | 78.0%-62.8pp | 70.2%-55.0pp |
| Annual return | 9.33% | 15.77%-6.4pp | 9.42%-0.1pp | 5.13%+4.2pp |
| Employer contribution / active EE | $0 | $1,274-100.0% | $3,947-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $590 | $1,954-69.8% | $3,930-85.0% | $3,061-80.7% |
| Admin fee / account holder | $20 | $97-79.8% | $6,418-99.7% | $95-79.3% |