Filed June 1, 2015 (most recent of 2 filings on file)
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.
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 | $19,936 | $62,928-68.3% | $172,739-88.5% | $67,579-70.5% |
| Participation rate | 61.5% | 64.5%-3.0pp | 82.6%-21.2pp | 71.3%-9.8pp |
| Annual return | 19.91% | 30.36%-10.4pp | 802.84%-782.9pp | 378.56%-358.6pp |
| Employer contribution / active EE | $2,068 | $1,636+26.4% | $5,143-59.8% | $2,148-3.7% |
| Participant deferral / active EE | $561 | $2,145-73.9% | $5,198-89.2% | $3,539-84.2% |
| Admin fee / account holder | $237 | $167+42.5% | $13,954-98.3% | $142+66.9% |