Filed June 6, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $28,124 | $57,921-51.4% | $84,750-66.8% | $57,658-51.2% |
| Participation rate | 23.3% | 72.9%-49.6pp | 76.6%-53.2pp | 70.2%-46.9pp |
| Annual return | 9.20% | 10.24%-1.0pp | 22.78%-13.6pp | 5.13%+4.1pp |
| Employer contribution / active EE | $0 | $2,598-100.0% | $3,574-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $601 | $2,742-78.1% | $3,712-83.8% | $3,061-80.4% |
| Admin fee / account holder | $8 | $130-93.7% | $5,332-99.8% | $95-91.4% |