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 | $129,714 | $55,002+135.8% | $59,878+116.6% | $56,287+130.5% |
| Participation rate | 57.7% | 75.9%-18.2pp | 74.7%-17.0pp | 69.9%-12.2pp |
| Annual return | 10.37% | 1.13%+9.2pp | 3.46%+6.9pp | -9.96%+20.3pp |
| Employer contribution / active EE | $2,856 | $2,448+16.7% | $2,722+4.9% | $2,111+35.3% |
| Participant deferral / active EE | $4,284 | $3,121+37.2% | $3,402+25.9% | $3,350+27.9% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |