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 | $75,282 | $55,453+35.8% | $170,442-55.8% | $62,292+20.9% |
| Participation rate | 59.8% | 66.4%-6.5pp | 83.6%-23.7pp | 69.5%-9.7pp |
| Annual return | 29.33% | 21.38%+8.0pp | 205.93%-176.6pp | 28.90%+0.4pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $16,051 | $2,303+597.1% | $4,939+225.0% | $3,169+406.5% |
| Admin fee / account holder | $8 | $455-98.3% | $13,880-99.9% | $479-98.4% |