Filed June 10, 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,259 | $63,299-42.7% | $91,001-60.2% | $62,292-41.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 8.81% | 20.99%-12.2pp | 4.60%+4.2pp | 28.90%-20.1pp |
| Employer contribution / active EE | $753 | $1,807-58.3% | $2,456-69.3% | $2,042-63.1% |
| Participant deferral / active EE | $2,486 | $2,943-15.5% | $3,547-29.9% | $3,169-21.6% |
| Admin fee / account holder | $11 | $468-97.7% | $5,417-99.8% | $479-97.7% |