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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,303 | $74,706+18.2% | $75,696+16.7% | $79,386+11.2% |
| Participation rate | 54.0% | 75.3%-21.3pp | 74.8%-20.8pp | 70.7%-16.7pp |
| Annual return | 17.18% | 18.52%-1.3pp | 104.53%-87.3pp | 116.85%-99.7pp |
| Employer contribution / active EE | $4,233 | $2,590+63.4% | $2,743+54.3% | $2,427+74.4% |
| Participant deferral / active EE | $4,699 | $3,533+33.0% | $3,821+23.0% | $4,046+16.1% |
| Admin fee / account holder | $24 | $374-93.5% | $3,619-99.3% | $626-96.1% |