Filed November 12, 2014
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,871 | $60,795-64.0% | $69,455-68.5% | $65,185-66.4% |
| Participation rate | 10.1% | 74.9%-64.7pp | 74.6%-64.5pp | 70.2%-60.1pp |
| Annual return | 18.57% | 17.46%+1.1pp | 28.97%-10.4pp | 29.38%-10.8pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $535 | $3,162-83.1% | $3,535-84.9% | $3,514-84.8% |
| Admin fee / account holder | $2 | $314-99.4% | $3,839-100.0% | $847-99.8% |