Filed February 26, 2013
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,502 | $36,916-28.2% | $156,549-83.1% | $57,658-54.0% |
| Participation rate | 19.0% | 63.4%-44.4pp | 84.0%-65.0pp | 70.2%-51.2pp |
| Annual return | 4.96% | 12.38%-7.4pp | 32.23%-27.3pp | 5.13%-0.2pp |
| Employer contribution / active EE | $360 | $1,571-77.1% | $5,501-93.5% | $1,974-81.8% |
| Participant deferral / active EE | $300 | $1,926-84.4% | $4,871-93.8% | $3,061-90.2% |
| Admin fee / account holder | $31 | $82-63.0% | $13,027-99.8% | $95-67.7% |