Filed October 27, 1998 (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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,267 | $54,320-11.1% | $67,652-28.7% | $52,331-7.8% |
| Participation rate | 59.0% | 73.6%-14.6pp | 75.7%-16.6pp | 68.1%-9.1pp |
| Annual return | -3.05% | 6.81%-9.9pp | 6625.04%-6628.1pp | 4.54%-7.6pp |
| Employer contribution / active EE | $1,668 | $1,544+8.0% | $2,266-26.4% | $1,882-11.4% |
| Participant deferral / active EE | $3,371 | $2,950+14.3% | $3,560-5.3% | $3,022+11.6% |
| Admin fee / account holder | $560 | $527+6.4% | $4,821-88.4% | $592-5.3% |