Filed June 25, 2014 (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.
Annual investment return 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 | $21,046 | $62,928-66.6% | $172,739-87.8% | $67,579-68.9% |
| Participation rate | 54.8% | 64.5%-9.6pp | 82.6%-27.8pp | 71.3%-16.4pp |
| Annual return | 7.30% | 30.36%-23.1pp | 802.84%-795.5pp | 378.56%-371.3pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,325 | $2,145+8.4% | $5,198-55.3% | $3,539-34.3% |
| Admin fee / account holder | $145 | $167-13.0% | $13,954-99.0% | $142+1.8% |