Filed May 30, 2008
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $49,834 | $35,485+40.4% | $74,550-33.2% | $55,725-10.6% |
| Participation rate | 100.0% | 62.5%+37.5pp | 69.1%+30.9pp | 70.9%+29.1pp |
| Annual return | -1.22% | 0.72%-1.9pp | 32.53%-33.8pp | 244.93%-246.2pp |
| Employer contribution / active EE | $471 | $777-39.4% | $1,961-76.0% | $2,078-77.3% |
| Participant deferral / active EE | $3,307 | $2,181+51.6% | $3,108+6.4% | $3,356-1.5% |
| Admin fee / account holder | $245 | $114+114.3% | $5,060-95.2% | $115+112.7% |