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 | $15,844 | $41,467-61.8% | $67,313-76.5% | $55,725-71.6% |
| Participation rate | 41.7% | 62.5%-20.8pp | 69.1%-27.4pp | 70.9%-29.2pp |
| Annual return | -5.02% | 0.82%-5.8pp | -4.08%-0.9pp | 244.93%-250.0pp |
| Employer contribution / active EE | $174 | $1,316-86.8% | $2,566-93.2% | $2,078-91.7% |
| Participant deferral / active EE | $946 | $2,399-60.6% | $3,568-73.5% | $3,356-71.8% |
| Admin fee / account holder | $11 | $102-89.6% | $4,507-99.8% | $115-90.8% |