Filed August 18, 2020 (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 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,794 | $53,136+5.0% | $155,509-64.1% | $199,593-72.0% |
| Participation rate | 65.3% | 64.1%+1.2pp | 78.2%-12.9pp | 72.0%-6.7pp |
| Annual return | 14.45% | 41.15%-26.7pp | 64.67%-50.2pp | 34.25%-19.8pp |
| Employer contribution / active EE | $1,407 | $1,851-24.0% | $4,672-69.9% | $3,034-53.6% |
| Participant deferral / active EE | $3,472 | $3,161+9.8% | $5,626-38.3% | $5,087-31.7% |
| Admin fee / account holder | $158 | $185-14.9% | $15,912-99.0% | $269-41.3% |