Filed September 21, 2012
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.
Employer contribution per participant 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 | $142,790 | $46,745+205.5% | $60,547+135.8% | $52,331+172.9% |
| Participation rate | 58.2% | 58.6%-0.3pp | 68.0%-9.7pp | 68.1%-9.9pp |
| Annual return | 1.21% | 0.61%+0.6pp | 335.64%-334.4pp | 4.54%-3.3pp |
| Employer contribution / active EE | $0 | $1,259-100.0% | $2,419-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $6,647 | $2,145+209.9% | $3,328+99.7% | $3,022+119.9% |
| Admin fee / account holder | $0 | $537-99.9% | $4,536-100.0% | $592-99.9% |