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 | $24,821 | $45,382-45.3% | $154,107-83.9% | $75,289-67.0% |
| Participation rate | 45.9% | 65.9%-20.0pp | 83.0%-37.1pp | 72.4%-26.5pp |
| Annual return | 25.04% | -0.47%+25.5pp | 735.12%-710.1pp | -0.04%+25.1pp |
| Employer contribution / active EE | $857 | $1,533-44.1% | $5,298-83.8% | $2,405-64.4% |
| Participant deferral / active EE | $1,772 | $2,384-25.7% | $5,081-65.1% | $3,739-52.6% |
| Admin fee / account holder | $38 | $89-57.3% | $13,411-99.7% | $102-62.7% |