Filed October 27, 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,739 | $52,293+0.9% | $178,490-70.5% | $73,409-28.2% |
| Participation rate | 23.2% | 65.3%-42.2pp | 81.9%-58.8pp | 72.2%-49.0pp |
| Annual return | 5.14% | 34.75%-29.6pp | 151.07%-145.9pp | 59.29%-54.2pp |
| Employer contribution / active EE | $457 | $1,735-73.7% | $5,011-90.9% | $2,234-79.5% |
| Participant deferral / active EE | $1,106 | $2,332-52.6% | $5,202-78.7% | $3,805-70.9% |
| Admin fee / account holder | $17 | $127-86.9% | $13,984-99.9% | $158-89.4% |