Filed August 14, 2007
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $74,592 | $46,732+59.6% | $156,549-52.4% | $55,167+35.2% |
| Participation rate | 33.3% | 65.8%-32.5pp | 84.0%-50.7pp | 69.0%-35.7pp |
| Annual return | 6.03% | 17.72%-11.7pp | 32.23%-26.2pp | 169.23%-163.2pp |
| Employer contribution / active EE | $1,221 | $2,105-42.0% | $5,501-77.8% | $1,963-37.8% |
| Participant deferral / active EE | $1,776 | $2,204-19.4% | $4,871-63.5% | $3,054-41.8% |
| Admin fee / account holder | $21 | $418-94.9% | $13,027-99.8% | $504-95.8% |