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 | $24,224 | $44,989-46.2% | $170,442-85.8% | $77,958-68.9% |
| Participation rate | 49.7% | 64.6%-14.9pp | 83.6%-33.9pp | 71.6%-21.9pp |
| Annual return | 24.42% | 19.61%+4.8pp | 205.93%-181.5pp | 20.87%+3.6pp |
| Employer contribution / active EE | $923 | $1,466-37.1% | $5,433-83.0% | $2,310-60.1% |
| Participant deferral / active EE | $1,764 | $2,208-20.1% | $4,939-64.3% | $3,537-50.1% |
| Admin fee / account holder | $3 | $69-96.1% | $13,880-100.0% | $97-97.2% |