Filed November 14, 2016
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $5,667 | $52,884-89.3% | $84,750-93.3% | $55,167-89.7% |
| Participation rate | 94.9% | 67.5%+27.4pp | 76.6%+18.3pp | 69.0%+25.9pp |
| Annual return | 7.71% | 18.03%-10.3pp | 22.78%-15.1pp | 169.23%-161.5pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,030 | $2,644-61.0% | $3,712-72.2% | $3,054-66.3% |
| Admin fee / account holder | $1 | $581-99.8% | $5,332-100.0% | $504-99.8% |