Filed July 29, 2019 (most recent of 3 filings on file)
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $80,479 | $92,091-12.6% | $62,995+27.8% | $77,958+3.2% |
| Participation rate | 0.0% | 74.5%-74.5pp | 74.8%-74.8pp | 71.6%-71.6pp |
| Annual return | 14.97% | 16.23%-1.3pp | 87.57%-72.6pp | 20.87%-5.9pp |
| Employer contribution / active EE | $0 | $3,424-100.0% | $2,759-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $3,780 | $3,361+12.5% | $3,329+13.5% | $3,537+6.9% |
| Admin fee / account holder | $0 | $48-99.8% | $3,600-100.0% | $97-99.9% |