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.
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 | $24,807 | $23,224+6.8% | $71,086-65.1% | $55,725-55.5% |
| Participation rate | 22.8% | 37.9%-15.1pp | 54.7%-31.8pp | 70.9%-48.0pp |
| Annual return | -4.21% | -2.87%-1.3pp | 650.59%-654.8pp | 244.93%-249.1pp |
| Employer contribution / active EE | $0 | $436-100.0% | $1,088-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $974 | $929+4.9% | $1,874-48.0% | $3,356-71.0% |
| Admin fee / account holder | $7 | $118-93.8% | $3,082-99.8% | $115-93.7% |