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 | $119,489 | $65,322+82.9% | $70,449+69.6% | $73,488+62.6% |
| Participation rate | 42.0% | 77.0%-35.0pp | 75.1%-33.1pp | 70.7%-28.7pp |
| Annual return | 15.43% | 15.71%-0.3pp | 109.03%-93.6pp | 28.51%-13.1pp |
| Employer contribution / active EE | $2,053 | $2,460-16.5% | $2,737-25.0% | $2,270-9.6% |
| Participant deferral / active EE | $2,704 | $3,375-19.9% | $3,709-27.1% | $3,740-27.7% |
| Admin fee / account holder | $12 | $214-94.3% | $3,845-99.7% | $513-97.6% |