Filed November 4, 2016
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 9-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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,570 | $81,248-20.5% | $155,509-58.5% | $80,856-20.1% |
| Participation rate | 61.1% | 66.2%-5.2pp | 78.2%-17.1pp | 67.6%-6.6pp |
| Annual return | 14.25% | 33.31%-19.1pp | 64.67%-50.4pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,009 | $3,100-35.2% | $4,672-57.0% | $2,755-27.1% |
| Participant deferral / active EE | $5,264 | $3,452+52.5% | $5,626-6.4% | $4,296+22.5% |
| Admin fee / account holder | $63 | $7,997-99.2% | $15,912-99.6% | $6,918-99.1% |