Filed July 2, 2008
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.
| Provider | Service type | Compensation |
|---|---|---|
WEB401K.COM, INC.2+ years Service code 24 · EIN 23-2295481 | Discretionary Trustee | $16,753 |
BDO USA, LLP2+ years Service code 10 · EIN 13-5381590 | Accounting | $15,846 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,643 | $23,385+5.4% | $69,182-64.4% | $57,658-57.3% |
| Participation rate | 17.4% | 37.9%-20.5pp | 55.1%-37.7pp | 70.2%-52.9pp |
| Annual return | 5.74% | -659.34%+665.1pp | -21.93%+27.7pp | 5.13%+0.6pp |
| Employer contribution / active EE | $0 | $422-100.0% | $1,206-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $810 | $843-3.9% | $1,897-57.3% | $3,061-73.5% |
| Admin fee / account holder | $161 | $82+96.5% | $2,697-94.0% | $95+70.7% |