Filed March 15, 2016
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,484 | $36,916-39.1% | $156,549-85.6% | $57,658-61.0% |
| Participation rate | 45.4% | 63.4%-18.0pp | 84.0%-38.6pp | 70.2%-24.8pp |
| Annual return | 5.38% | 12.38%-7.0pp | 32.23%-26.8pp | 5.13%+0.2pp |
| Employer contribution / active EE | $606 | $1,571-61.4% | $5,501-89.0% | $1,974-69.3% |
| Participant deferral / active EE | $1,905 | $1,926-1.1% | $4,871-60.9% | $3,061-37.8% |
| Admin fee / account holder | $81 | $82-2.4% | $13,027-99.4% | $95-14.8% |