Filed April 29, 2016 (most recent of 23 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,494 | $46,173-57.8% | $170,442-88.6% | $69,631-72.0% |
| Participation rate | 58.7% | 63.9%-5.2pp | 83.6%-24.9pp | 70.7%-12.0pp |
| Annual return | 13.55% | 21.62%-8.1pp | 205.93%-192.4pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $776 | $1,610-51.8% | $5,433-85.7% | $2,032-61.8% |
| Participant deferral / active EE | $1,119 | $2,080-46.2% | $4,939-77.3% | $3,224-65.3% |
| Admin fee / account holder | $8 | $116-93.0% | $13,880-99.9% | $110-92.7% |