Filed December 16, 2010
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 9-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.
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 | $48,843 | $31,109+57.0% | $67,711-27.9% | $52,331-6.7% |
| Participation rate | 48.0% | 54.0%-6.0pp | 67.5%-19.5pp | 68.1%-20.1pp |
| Annual return | 1.81% | 23.70%-21.9pp | 25.41%-23.6pp | 4.54%-2.7pp |
| Employer contribution / active EE | $577 | $1,076-46.4% | $2,559-77.5% | $1,882-69.3% |
| Participant deferral / active EE | $1,712 | $1,970-13.1% | $3,585-52.3% | $3,022-43.4% |
| Admin fee / account holder | $7 | $466-98.4% | $4,255-99.8% | $592-98.8% |