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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,079 | $60,989-31.0% | $60,874-30.9% | $66,914-37.1% |
| Participation rate | 8.1% | 74.5%-66.4pp | 73.1%-65.0pp | 69.8%-61.7pp |
| Annual return | -15.67% | -9.60%-6.1pp | 16.90%-32.6pp | 1.58%-17.3pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,701-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $790 | $3,615-78.1% | $3,817-79.3% | $4,237-81.3% |
| Admin fee / account holder | $219 | $338-35.3% | $3,224-93.2% | $593-63.1% |