Filed September 2, 2003 (most recent of 2 filings on file)
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).
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 | $77,682 | $42,546+82.6% | $71,796+8.2% | $55,167+40.8% |
| Participation rate | 59.7% | 59.1%+0.6pp | 69.1%-9.4pp | 69.0%-9.2pp |
| Annual return | 8.79% | 12.36%-3.6pp | 78.04%-69.3pp | 169.23%-160.4pp |
| Employer contribution / active EE | $796 | $803-0.9% | $1,924-58.6% | $1,963-59.4% |
| Participant deferral / active EE | $2,611 | $2,064+26.5% | $2,794-6.6% | $3,054-14.5% |
| Admin fee / account holder | $28 | $650-95.7% | $4,815-99.4% | $504-94.5% |