Filed September 4, 2015 (most recent of 4 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 3-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.
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 | $40,935 | $54,281-24.6% | $60,547-32.4% | $59,188-30.8% |
| Participation rate | 32.1% | 66.8%-34.6pp | 68.0%-35.8pp | 69.4%-37.3pp |
| Annual return | 0.81% | 1.74%-0.9pp | 335.64%-334.8pp | 5.51%-4.7pp |
| Employer contribution / active EE | $442 | $2,031-78.2% | $2,419-81.7% | $2,098-78.9% |
| Participant deferral / active EE | $1,322 | $2,789-52.6% | $3,328-60.3% | $3,265-59.5% |
| Admin fee / account holder | $0 | $64-100.0% | $4,536-100.0% | $92-100.0% |