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.
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 | $24,450 | $37,196-34.3% | $154,107-84.1% | $55,725-56.1% |
| Participation rate | 23.7% | 64.1%-40.4pp | 83.0%-59.3pp | 70.9%-47.2pp |
| Annual return | -3.77% | 1319.68%-1323.4pp | 735.12%-738.9pp | 244.93%-248.7pp |
| Employer contribution / active EE | $524 | $1,614-67.5% | $5,298-90.1% | $2,078-74.8% |
| Participant deferral / active EE | $481 | $2,068-76.8% | $5,081-90.5% | $3,356-85.7% |
| Admin fee / account holder | $22 | $102-78.4% | $13,411-99.8% | $115-81.0% |