Filed December 30, 2014
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 5-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $23,462 | $52,884-55.6% | $84,750-72.3% | $55,167-57.5% |
| Participation rate | 90.3% | 67.5%+22.8pp | 76.6%+13.8pp | 69.0%+21.4pp |
| Annual return | 6.00% | 18.03%-12.0pp | 22.78%-16.8pp | 169.23%-163.2pp |
| Employer contribution / active EE | $1,156 | $2,233-48.3% | $3,574-67.7% | $1,963-41.1% |
| Participant deferral / active EE | $674 | $2,644-74.5% | $3,712-81.8% | $3,054-77.9% |
| Admin fee / account holder | $29 | $581-95.1% | $5,332-99.5% | $504-94.3% |