Filed August 21, 2017
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,041 | $60,165-46.7% | $74,183-56.8% | $55,167-41.9% |
| Participation rate | 64.5% | 74.2%-9.7pp | 76.6%-12.2pp | 69.0%-4.5pp |
| Annual return | 20.32% | 10.00%+10.3pp | 17.74%+2.6pp | 169.23%-148.9pp |
| Employer contribution / active EE | $2,775 | $1,600+73.5% | $2,370+17.1% | $1,963+41.4% |
| Participant deferral / active EE | $4,808 | $2,973+61.8% | $3,550+35.5% | $3,054+57.4% |
| Admin fee / account holder | $8 | $419-98.2% | $5,586-99.9% | $504-98.5% |