Filed June 3, 2014
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 | $50,075 | $84,948-41.1% | $70,449-28.9% | $73,409-31.8% |
| Participation rate | 54.0% | 79.9%-25.9pp | 75.1%-21.1pp | 72.2%-18.2pp |
| Annual return | 16.69% | 13.39%+3.3pp | 109.03%-92.3pp | 59.29%-42.6pp |
| Employer contribution / active EE | $1,128 | $2,834-60.2% | $2,737-58.8% | $2,234-49.5% |
| Participant deferral / active EE | $1,337 | $3,387-60.5% | $3,709-63.9% | $3,805-64.9% |
| Admin fee / account holder | $4 | $98-95.4% | $3,845-99.9% | $158-97.2% |