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 | $98,891 | $60,795+62.7% | $69,455+42.4% | $65,185+51.7% |
| Participation rate | 42.6% | 74.9%-32.3pp | 74.6%-32.0pp | 70.2%-27.6pp |
| Annual return | 21.40% | 17.46%+3.9pp | 28.97%-7.6pp | 29.38%-8.0pp |
| Employer contribution / active EE | $2,065 | $2,452-15.8% | $2,779-25.7% | $2,177-5.1% |
| Participant deferral / active EE | $3,005 | $3,162-5.0% | $3,535-15.0% | $3,514-14.5% |
| Admin fee / account holder | $12 | $314-96.1% | $3,839-99.7% | $847-98.5% |