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.3+ years Service code 24 · EIN 23-2295481 | Discretionary Trustee | $15,888 |
BDO USA, LLP3+ years Service code 10 · EIN 13-5381590 | Accounting | $15,629 |
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.
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 | $28,095 | $28,416-1.1% | $73,545-61.8% | $69,631-59.7% |
| Participation rate | 18.2% | 38.3%-20.1pp | 54.9%-36.7pp | 70.7%-52.5pp |
| Annual return | 13.86% | -694.13%+708.0pp | -15.16%+29.0pp | 27571.02%-27557.2pp |
| Employer contribution / active EE | $0 | $430-100.0% | $1,219-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $947 | $897+5.5% | $1,806-47.6% | $3,224-70.6% |
| Admin fee / account holder | $163 | $104+56.2% | $2,320-93.0% | $110+47.6% |