Filed March 30, 2007 (most recent of 5 filings on file)
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $5,314 | $46,360-88.5% | $147,614-96.4% | $52,331-89.8% |
| Participation rate | 53.5% | 64.9%-11.4pp | 84.6%-31.1pp | 68.1%-14.6pp |
| Annual return | -2.56% | 1.62%-4.2pp | 61.98%-64.5pp | 4.54%-7.1pp |
| Employer contribution / active EE | $392 | $2,126-81.5% | $5,564-92.9% | $1,882-79.1% |
| Participant deferral / active EE | $846 | $2,258-62.5% | $4,895-82.7% | $3,022-72.0% |
| Admin fee / account holder | $31 | $766-96.0% | $11,611-99.7% | $592-94.8% |