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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,748 | $46,292+57.2% | $143,757-49.4% | $64,808+12.3% |
| Participation rate | 23.7% | 64.2%-40.5pp | 80.3%-56.6pp | 71.5%-47.7pp |
| Annual return | -12.97% | -10.05%-2.9pp | -0.04%-12.9pp | 32.82%-45.8pp |
| Employer contribution / active EE | $605 | $1,910-68.3% | $4,951-87.8% | $2,506-75.8% |
| Participant deferral / active EE | $1,629 | $2,646-38.4% | $5,637-71.1% | $4,310-62.2% |
| Admin fee / account holder | $23 | $154-85.3% | $14,673-99.8% | $188-88.0% |