Filed July 29, 2015
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 3-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.
Annual investment return 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 | $149,741 | $75,183+99.2% | $123,892+20.9% | $55,167+171.4% |
| Participation rate | 56.5% | 72.8%-16.3pp | 81.4%-24.9pp | 69.0%-12.5pp |
| Annual return | 0.66% | 19.01%-18.4pp | 47.52%-46.9pp | 169.23%-168.6pp |
| Employer contribution / active EE | $2,418 | $2,823-14.4% | $4,617-47.6% | $1,963+23.2% |
| Participant deferral / active EE | $2,891 | $5,084-43.1% | $5,984-51.7% | $3,054-5.3% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |