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 | $20,268 | $46,423-56.3% | $75,886-73.3% | $67,579-70.0% |
| Participation rate | 42.5% | 63.1%-20.5pp | 69.3%-26.8pp | 71.3%-28.7pp |
| Annual return | 23.89% | 32.29%-8.4pp | 30.76%-6.9pp | 378.56%-354.7pp |
| Employer contribution / active EE | $203 | $1,406-85.5% | $2,500-91.9% | $2,148-90.5% |
| Participant deferral / active EE | $1,047 | $2,564-59.2% | $3,603-71.0% | $3,539-70.4% |
| Admin fee / account holder | $14 | $132-89.4% | $5,418-99.7% | $142-90.2% |