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 | $161,793 | $42,396+281.6% | $67,313+140.4% | $56,287+187.4% |
| Participation rate | 61.2% | 61.0%+0.2pp | 69.1%-7.9pp | 69.9%-8.6pp |
| Annual return | -6.24% | -36.63%+30.4pp | -4.08%-2.2pp | -9.96%+3.7pp |
| Employer contribution / active EE | $0 | $1,414-100.0% | $2,566-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $7,891 | $2,360+234.4% | $3,568+121.1% | $3,350+135.6% |
| Admin fee / account holder | -$112 | $510-122.0% | $4,507-102.5% | $521-121.5% |