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 | $148,713 | $44,425+234.7% | $67,834+119.2% | $55,167+169.6% |
| Participation rate | 59.6% | 59.7%-0.1pp | 68.8%-9.2pp | 69.0%-9.4pp |
| Annual return | 7.03% | 17.80%-10.8pp | 138.47%-131.4pp | 169.23%-162.2pp |
| Employer contribution / active EE | $13 | $1,351-99.0% | $2,403-99.5% | $1,963-99.3% |
| Participant deferral / active EE | $7,142 | $2,166+229.8% | $3,160+126.0% | $3,054+133.9% |
| Admin fee / account holder | $1 | $530-99.8% | $4,622-100.0% | $504-99.8% |