Filed August 7, 2013 (most recent of 8 filings on file)
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 | $32,910 | $31,036+6.0% | $71,796-54.2% | $65,292-49.6% |
| Participation rate | 67.8% | 56.1%+11.8pp | 69.1%-1.3pp | 72.4%-4.6pp |
| Annual return | 4.92% | 8.62%-3.7pp | 78.04%-73.1pp | 11.84%-6.9pp |
| Employer contribution / active EE | $794 | $662+19.9% | $1,924-58.8% | $2,302-65.5% |
| Participant deferral / active EE | $1,554 | $1,336+16.3% | $2,794-44.4% | $3,579-56.6% |
| Admin fee / account holder | $0 | $65-100.0% | $4,815-100.0% | $57-100.0% |