Filed June 13, 2018 (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.
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 | $110,817 | $68,408+62.0% | $57,179+93.8% | $57,658+92.2% |
| Participation rate | 58.9% | 79.1%-20.3pp | 75.3%-16.5pp | 70.2%-11.3pp |
| Annual return | 5.94% | 8.51%-2.6pp | 14.59%-8.6pp | 5.13%+0.8pp |
| Employer contribution / active EE | $1,998 | $2,869-30.4% | $2,682-25.5% | $1,974+1.2% |
| Participant deferral / active EE | $3,166 | $2,903+9.0% | $3,096+2.3% | $3,061+3.4% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |