Filed December 21, 2012
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.
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 | $48,697 | $46,360+5.0% | $147,614-67.0% | $52,331-6.9% |
| Participation rate | 37.4% | 64.9%-27.5pp | 84.6%-47.2pp | 68.1%-30.7pp |
| Annual return | 4.83% | 1.62%+3.2pp | 61.98%-57.1pp | 4.54%+0.3pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $12,854 | $2,258+469.4% | $4,895+162.6% | $3,022+325.3% |
| Admin fee / account holder | $22 | $766-97.2% | $11,611-99.8% | $592-96.3% |