Filed October 1, 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,443 | $44,059-58.1% | $71,671-74.3% | $69,631-73.5% |
| Participation rate | 40.6% | 60.8%-20.1pp | 68.7%-28.1pp | 70.7%-30.1pp |
| Annual return | 20.44% | 21.97%-1.5pp | 20.65%-0.2pp | 27571.02%-27550.6pp |
| Employer contribution / active EE | $167 | $1,305-87.2% | $2,460-93.2% | $2,032-91.8% |
| Participant deferral / active EE | $900 | $2,370-62.0% | $3,438-73.8% | $3,224-72.1% |
| Admin fee / account holder | $13 | $108-88.3% | $5,558-99.8% | $110-88.6% |