Filed March 25, 2012 (most recent of 2 filings on file)
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.
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 | $75,059 | $50,637+48.2% | $86,590-13.3% | $62,292+20.5% |
| Participation rate | 56.9% | 67.9%-11.0pp | 73.5%-16.7pp | 69.5%-12.7pp |
| Annual return | 17.58% | 20.80%-3.2pp | 964.84%-947.3pp | 28.90%-11.3pp |
| Employer contribution / active EE | $1,059 | $2,075-49.0% | $2,839-62.7% | $2,042-48.1% |
| Participant deferral / active EE | $2,928 | $2,611+12.1% | $3,609-18.9% | $3,169-7.6% |
| Admin fee / account holder | $15 | $413-96.3% | $4,906-99.7% | $479-96.8% |