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 | $17,398 | $31,388-44.6% | $73,545-76.3% | $62,292-72.1% |
| Participation rate | 32.6% | 39.9%-7.2pp | 54.9%-22.3pp | 69.5%-36.9pp |
| Annual return | 14.27% | 25.34%-11.1pp | -15.16%+29.4pp | 28.90%-14.6pp |
| Employer contribution / active EE | $358 | $498-28.0% | $1,219-70.6% | $2,042-82.4% |
| Participant deferral / active EE | $687 | $1,028-33.2% | $1,806-62.0% | $3,169-78.3% |
| Admin fee / account holder | $127 | $299-57.7% | $2,320-94.5% | $479-73.6% |