Filed January 13, 2016
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,367 | $33,745-60.4% | $64,105-79.1% | $55,191-75.8% |
| Participation rate | 49.0% | 59.4%-10.4pp | 68.2%-19.2pp | 69.2%-20.2pp |
| Annual return | 0.59% | 4.95%-4.4pp | 791.24%-790.7pp | 10.78%-10.2pp |
| Employer contribution / active EE | $422 | $641-34.2% | $1,820-76.8% | $1,899-77.8% |
| Participant deferral / active EE | $1,330 | $1,929-31.0% | $2,822-52.9% | $3,046-56.3% |
| Admin fee / account holder | $95 | $94+0.9% | $4,499-97.9% | $91+4.8% |