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.
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 | $29,795 | $65,322-54.4% | $70,449-57.7% | $73,488-59.5% |
| Participation rate | 10.2% | 77.0%-66.7pp | 75.1%-64.9pp | 70.7%-60.5pp |
| Annual return | 14.00% | 15.71%-1.7pp | 109.03%-95.0pp | 28.51%-14.5pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,737-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $603 | $3,375-82.1% | $3,709-83.7% | $3,740-83.9% |
| Admin fee / account holder | $168 | $214-21.5% | $3,845-95.6% | $513-67.3% |