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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,594 | $54,390-21.7% | $117,039-63.6% | $69,631-38.8% |
| Participation rate | 16.4% | 58.5%-42.1pp | 77.2%-60.8pp | 70.7%-54.3pp |
| Annual return | 17.78% | 18.33%-0.6pp | 18.95%-1.2pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $3,785-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $538 | $2,076-74.1% | $3,929-86.3% | $3,224-83.3% |
| Admin fee / account holder | $16 | $98-83.3% | $5,974-99.7% | $110-85.2% |