Filed July 3, 2014 (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.
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 | $20,534 | $54,762-62.5% | $90,281-77.3% | $72,985-71.9% |
| Participation rate | 17.1% | 65.1%-48.1pp | 73.3%-56.2pp | 69.5%-52.4pp |
| Annual return | 21.18% | 30.63%-9.5pp | 78.10%-56.9pp | 81.00%-59.8pp |
| Employer contribution / active EE | $540 | $2,092-74.2% | $2,854-81.1% | $2,440-77.9% |
| Participant deferral / active EE | $2,849 | $2,887-1.3% | $3,885-26.7% | $3,607-21.0% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |