Filed September 8, 2017 (most recent of 2 filings on file)
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 5-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 | $44,719 | $67,166-33.4% | $57,343-22.0% | $55,191-19.0% |
| Participation rate | 35.4% | 77.7%-42.3pp | 75.1%-39.7pp | 69.2%-33.7pp |
| Annual return | 2.65% | 4.22%-1.6pp | 24.39%-21.7pp | 10.78%-8.1pp |
| Employer contribution / active EE | $0 | $2,812-100.0% | $2,689-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $568 | $2,835-80.0% | $3,162-82.0% | $3,046-81.3% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |