Filed January 27, 2015 (most recent of 2 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 4-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,164 | $86,897-84.9% | $151,611-91.3% | $64,808-79.7% |
| Participation rate | 98.1% | 87.3%+10.9pp | 87.5%+10.6pp | 71.5%+26.7pp |
| Annual return | 0.00% | -3.57%+3.6pp | 3.33%-3.3pp | 32.82%-32.8pp |
| Employer contribution / active EE | $1,533 | $4,010-61.8% | $6,166-75.1% | $2,506-38.8% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $153-100.0% | $11,616-100.0% | $188-100.0% |