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 | $39,172 | $79,523-50.7% | $140,016-72.0% | $56,287-30.4% |
| Participation rate | 55.9% | 85.7%-29.8pp | 87.5%-31.6pp | 69.9%-14.0pp |
| Annual return | -2.92% | 2.39%-5.3pp | 651.12%-654.0pp | -9.96%+7.0pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,606-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,923 | $5,129-62.5% | $6,927-72.2% | $3,350-42.6% |
| Admin fee / account holder | $8 | $614-98.7% | $10,705-99.9% | $521-98.5% |