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 | $54,239 | $37,044+46.4% | $71,796-24.5% | $57,658-5.9% |
| Participation rate | 35.4% | 61.1%-25.7pp | 69.1%-33.7pp | 70.2%-34.8pp |
| Annual return | 8.12% | 12.64%-4.5pp | 78.04%-69.9pp | 5.13%+3.0pp |
| Employer contribution / active EE | $73 | $720-89.9% | $1,924-96.2% | $1,974-96.3% |
| Participant deferral / active EE | $1,064 | $1,974-46.1% | $2,794-61.9% | $3,061-65.3% |
| Admin fee / account holder | $11 | $101-89.4% | $4,815-99.8% | $95-88.6% |