Filed August 4, 2014
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 | $87,800 | $55,002+59.6% | $59,878+46.6% | $56,287+56.0% |
| Participation rate | 44.1% | 75.9%-31.8pp | 74.7%-30.6pp | 69.9%-25.8pp |
| Annual return | -4.33% | 1.13%-5.5pp | 3.46%-7.8pp | -9.96%+5.6pp |
| Employer contribution / active EE | $2,015 | $2,448-17.7% | $2,722-26.0% | $2,111-4.6% |
| Participant deferral / active EE | $2,904 | $3,121-7.0% | $3,402-14.6% | $3,350-13.3% |
| Admin fee / account holder | $12 | $236-94.8% | $3,590-99.7% | $521-97.7% |