Filed December 21, 2013
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $29,800 | $82,032-63.7% | $123,104-75.8% | $59,632-50.0% |
| Participation rate | 54.1% | 83.2%-29.1pp | 86.8%-32.7pp | 68.7%-14.6pp |
| Annual return | -2.60% | 5.12%-7.7pp | 13.22%-15.8pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,981 | $4,667-14.7% | $6,230-36.1% | $3,192+24.7% |
| Admin fee / account holder | $27 | $5,881-99.5% | $9,015-99.7% | $4,297-99.4% |