Filed September 1, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $70,014 | $65,322+7.2% | $70,449-0.6% | $73,488-4.7% |
| Participation rate | 39.7% | 77.0%-37.3pp | 75.1%-35.4pp | 70.7%-31.0pp |
| Annual return | 13.06% | 15.71%-2.7pp | 109.03%-96.0pp | 28.51%-15.4pp |
| Employer contribution / active EE | $2,849 | $2,460+15.8% | $2,737+4.1% | $2,270+25.5% |
| Participant deferral / active EE | $3,823 | $3,375+13.3% | $3,709+3.1% | $3,740+2.2% |
| Admin fee / account holder | $39 | $214-81.7% | $3,845-99.0% | $513-92.4% |