Filed January 23, 2017 (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 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.
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 | $14,748 | $46,360-68.2% | $147,614-90.0% | $52,331-71.8% |
| Participation rate | 14.7% | 64.9%-50.2pp | 84.6%-69.9pp | 68.1%-53.4pp |
| Annual return | 0.69% | 1.62%-0.9pp | 61.98%-61.3pp | 4.54%-3.9pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $376 | $2,258-83.3% | $4,895-92.3% | $3,022-87.6% |
| Admin fee / account holder | $32 | $766-95.8% | $11,611-99.7% | $592-94.6% |