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 | $72,655 | $47,977+51.4% | $154,107-52.9% | $56,287+29.1% |
| Participation rate | 67.4% | 66.2%+1.2pp | 83.0%-15.7pp | 69.9%-2.5pp |
| Annual return | 0.31% | 3.54%-3.2pp | 735.12%-734.8pp | -9.96%+10.3pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $16,937 | $2,392+608.1% | $5,081+233.4% | $3,350+405.6% |
| Admin fee / account holder | $10 | $438-97.7% | $13,411-99.9% | $521-98.0% |