Filed April 12, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,664 | $54,320-45.4% | $67,652-56.2% | $52,331-43.3% |
| Participation rate | 59.5% | 73.6%-14.1pp | 75.7%-16.2pp | 68.1%-8.6pp |
| Annual return | -0.49% | 6.81%-7.3pp | 6625.04%-6625.5pp | 4.54%-5.0pp |
| Employer contribution / active EE | $505 | $1,544-67.3% | $2,266-77.7% | $1,882-73.2% |
| Participant deferral / active EE | $1,273 | $2,950-56.9% | $3,560-64.2% | $3,022-57.9% |
| Admin fee / account holder | $179 | $527-66.0% | $4,821-96.3% | $592-69.7% |