Filed February 4, 2016
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 | $23,015 | $36,916-37.7% | $156,549-85.3% | $57,658-60.1% |
| Participation rate | 50.2% | 63.4%-13.2pp | 84.0%-33.8pp | 70.2%-20.0pp |
| Annual return | 303.03% | 12.38%+290.7pp | 32.23%+270.8pp | 5.13%+297.9pp |
| Employer contribution / active EE | $845 | $1,571-46.2% | $5,501-84.6% | $1,974-57.2% |
| Participant deferral / active EE | $1,673 | $1,926-13.1% | $4,871-65.7% | $3,061-45.3% |
| Admin fee / account holder | $0 | $82-100.0% | $13,027-100.0% | $95-100.0% |