Filed September 16, 2019
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,794 | $51,620-57.8% | $90,281-75.9% | $65,185-66.6% |
| Participation rate | 23.6% | 68.6%-45.1pp | 73.3%-49.7pp | 70.2%-46.6pp |
| Annual return | 5.70% | 24.94%-19.2pp | 78.10%-72.4pp | 29.38%-23.7pp |
| Employer contribution / active EE | $1 | $2,235-100.0% | $2,854-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,656 | $2,871-42.3% | $3,885-57.4% | $3,514-52.9% |
| Admin fee / account holder | $0 | $384-100.0% | $5,351-100.0% | $847-100.0% |