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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,126 | $50,982+68.9% | $154,803-44.4% | $85,563+0.7% |
| Participation rate | 19.8% | 59.8%-40.0pp | 78.1%-58.3pp | 66.0%-46.2pp |
| Annual return | 11.51% | 30.35%-18.8pp | 58.88%-47.4pp | 31.51%-20.0pp |
| Employer contribution / active EE | $471 | $1,708-72.4% | $4,305-89.1% | $2,654-82.3% |
| Participant deferral / active EE | $1,375 | $2,474-44.4% | $5,540-75.2% | $4,375-68.6% |
| Admin fee / account holder | $25 | $846-97.0% | $14,329-99.8% | $834-97.0% |