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 | $65,498 | $48,064+36.3% | $78,778-16.9% | $69,631-5.9% |
| Participation rate | 31.8% | 61.6%-29.8pp | 69.2%-37.4pp | 70.7%-38.9pp |
| Annual return | 14.55% | 21.81%-7.3pp | 35.62%-21.1pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $70 | $744-90.6% | $1,986-96.5% | $2,032-96.6% |
| Participant deferral / active EE | $1,046 | $2,079-49.7% | $2,958-64.6% | $3,224-67.5% |
| Admin fee / account holder | $17 | $152-89.1% | $5,134-99.7% | $110-85.0% |