Filed November 15, 2013
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.
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 | $53,855 | $57,096-5.7% | $94,224-42.8% | $55,191-2.4% |
| Participation rate | 69.1% | 75.7%-6.6pp | 78.8%-9.7pp | 69.2%-0.1pp |
| Annual return | 5.75% | 159.65%-153.9pp | 10.68%-4.9pp | 10.78%-5.0pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $3,587-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $7,763 | $3,165+145.3% | $4,320+79.7% | $3,046+154.8% |
| Admin fee / account holder | $13 | $89-85.0% | $6,269-99.8% | $91-85.2% |