Filed February 8, 2007
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.
Employer contribution per participant 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 | $49,207 | $33,745+45.8% | $64,105-23.2% | $55,191-10.8% |
| Participation rate | 34.8% | 59.4%-24.5pp | 68.2%-33.3pp | 69.2%-34.3pp |
| Annual return | -1.69% | 4.95%-6.6pp | 791.24%-792.9pp | 10.78%-12.5pp |
| Employer contribution / active EE | $68 | $641-89.5% | $1,820-96.3% | $1,899-96.4% |
| Participant deferral / active EE | $1,060 | $1,929-45.0% | $2,822-62.4% | $3,046-65.2% |
| Admin fee / account holder | $10 | $94-89.2% | $4,499-99.8% | $91-88.8% |