Filed September 14, 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 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.
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 | $42,072 | $46,173-8.9% | $170,442-75.3% | $69,631-39.6% |
| Participation rate | 48.7% | 63.9%-15.2pp | 83.6%-34.9pp | 70.7%-22.0pp |
| Annual return | 14.86% | 21.62%-6.8pp | 205.93%-191.1pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $932 | $1,610-42.1% | $5,433-82.9% | $2,032-54.2% |
| Participant deferral / active EE | $1,023 | $2,080-50.8% | $4,939-79.3% | $3,224-68.3% |
| Admin fee / account holder | $38 | $116-67.0% | $13,880-99.7% | $110-65.3% |