Filed November 30, 2012 (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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,035 | $89,739-45.4% | $149,718-67.2% | $62,292-21.3% |
| Participation rate | 52.3% | 85.1%-32.8pp | 87.1%-34.7pp | 69.5%-17.2pp |
| Annual return | 17.89% | 21.01%-3.1pp | 1501.63%-1483.7pp | 28.90%-11.0pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,445-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,968 | $4,797-59.0% | $6,569-70.0% | $3,169-37.9% |
| Admin fee / account holder | $10 | $551-98.2% | $11,283-99.9% | $479-97.9% |