Filed January 4, 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,561 | $105,179-33.9% | $64,056+8.6% | $80,160-13.2% |
| Participation rate | 67.7% | 73.5%-5.8pp | 72.3%-4.6pp | 72.9%-5.2pp |
| Annual return | 15.91% | 20.34%-4.4pp | 33.69%-17.8pp | 40.38%-24.5pp |
| Employer contribution / active EE | $4,137 | $3,311+25.0% | $2,747+50.6% | $2,978+38.9% |
| Participant deferral / active EE | $3,805 | $4,020-5.4% | $3,880-1.9% | $5,017-24.2% |
| Admin fee / account holder | $47 | $113-58.6% | $3,068-98.5% | $145-67.7% |