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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $67,621 | $55,453+21.9% | $170,442-60.3% | $62,292+8.6% |
| Participation rate | 39.5% | 66.4%-26.9pp | 83.6%-44.1pp | 69.5%-30.0pp |
| Annual return | 18.38% | 21.38%-3.0pp | 205.93%-187.6pp | 28.90%-10.5pp |
| Employer contribution / active EE | $1,243 | $2,164-42.6% | $5,433-77.1% | $2,042-39.2% |
| Participant deferral / active EE | $1,801 | $2,303-21.8% | $4,939-63.5% | $3,169-43.2% |
| Admin fee / account holder | $18 | $455-96.0% | $13,880-99.9% | $479-96.2% |