Filed January 29, 2012 (most recent of 2 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,518 | $25,723-43.6% | $69,182-79.0% | $55,167-73.7% |
| Participation rate | 36.9% | 39.4%-2.6pp | 55.1%-18.2pp | 69.0%-32.1pp |
| Annual return | 7.51% | 9.56%-2.0pp | -21.93%+29.4pp | 169.23%-161.7pp |
| Employer contribution / active EE | $417 | $480-13.3% | $1,206-65.5% | $1,963-78.8% |
| Participant deferral / active EE | $791 | $963-17.9% | $1,897-58.3% | $3,054-74.1% |
| Admin fee / account holder | $106 | $365-70.9% | $2,697-96.1% | $504-79.0% |