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 | $49,458 | $98,982-50.0% | $162,163-69.5% | $65,185-24.1% |
| Participation rate | 58.3% | 85.8%-27.5pp | 87.6%-29.3pp | 70.2%-11.9pp |
| Annual return | 22.71% | 24.84%-2.1pp | 115.59%-92.9pp | 29.38%-6.7pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,614-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,374 | $5,384-55.9% | $7,298-67.5% | $3,514-32.4% |
| Admin fee / account holder | $12 | $596-98.0% | $10,843-99.9% | $847-98.6% |