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.
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 | $5,774 | $46,732-87.6% | $156,549-96.3% | $55,167-89.5% |
| Participation rate | 60.9% | 65.8%-4.9pp | 84.0%-23.1pp | 69.0%-8.1pp |
| Annual return | 8.76% | 17.72%-9.0pp | 32.23%-23.5pp | 169.23%-160.5pp |
| Employer contribution / active EE | $538 | $2,105-74.4% | $5,501-90.2% | $1,963-72.6% |
| Participant deferral / active EE | $1,188 | $2,204-46.1% | $4,871-75.6% | $3,054-61.1% |
| Admin fee / account holder | $30 | $418-92.9% | $13,027-99.8% | $504-94.1% |