Filed November 2, 2012
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,879,064 | $80,968+4690.9% | $96,544+3917.9% | $75,163+5060.8% |
| Participation rate | 0.0% | 71.8%-71.8pp | 76.0%-76.0pp | 67.2%-67.2pp |
| Annual return | 6.58% | 27.06%-20.5pp | 25.84%-19.3pp | 160.62%-154.0pp |
| Employer contribution / active EE | $9,755 | $2,282+327.5% | $2,965+229.0% | $2,670+265.4% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $22 | $6,724-99.7% | $8,252-99.7% | $5,651-99.6% |