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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,631 | $84,556-17.7% | $116,228-40.1% | $74,304-6.3% |
| Participation rate | 84.6% | 66.0%+18.5pp | 74.6%+10.0pp | 60.3%+24.2pp |
| Annual return | 13.09% | 18.35%-5.3pp | 90.06%-77.0pp | 29.43%-16.3pp |
| Employer contribution / active EE | $493 | $2,168-77.3% | $2,994-83.5% | $2,241-78.0% |
| Participant deferral / active EE | $3,159 | $3,814-17.2% | $4,953-36.2% | $3,767-16.2% |
| Admin fee / account holder | $38 | $3,792-99.0% | $11,989-99.7% | $2,969-98.7% |