Filed June 19, 2012
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.
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 | $16,839 | $38,925-56.7% | $73,843-77.2% | $55,191-69.5% |
| Participation rate | 20.4% | 66.0%-45.6pp | 73.4%-53.0pp | 69.2%-48.8pp |
| Annual return | -0.03% | 6.31%-6.3pp | 2267.84%-2267.9pp | 10.78%-10.8pp |
| Employer contribution / active EE | $258 | $1,695-84.8% | $2,787-90.7% | $1,899-86.4% |
| Participant deferral / active EE | $465 | $2,351-80.2% | $3,583-87.0% | $3,046-84.7% |
| Admin fee / account holder | $134 | $83+62.2% | $4,880-97.2% | $91+48.1% |