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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,986 | $136,307-57.5% | $177,821-67.4% | $73,488-21.1% |
| Participation rate | 51.9% | 86.1%-34.2pp | 87.7%-35.8pp | 70.7%-18.8pp |
| Annual return | 14.53% | 18.68%-4.2pp | 48.32%-33.8pp | 28.51%-14.0pp |
| Employer contribution / active EE | $0 | $3,712-100.0% | $5,918-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,370 | $5,829-59.3% | $7,714-69.3% | $3,740-36.6% |
| Admin fee / account holder | $9 | $596-98.6% | $12,427-99.9% | $513-98.3% |