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 | $26,693 | $60,545-55.9% | $92,233-71.1% | $69,631-61.7% |
| Participation rate | 24.5% | 72.2%-47.6pp | 76.5%-52.0pp | 70.7%-46.2pp |
| Annual return | 14.16% | 19.71%-5.6pp | 176.28%-162.1pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $0 | $2,633-100.0% | $3,679-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $598 | $2,828-78.9% | $3,897-84.7% | $3,224-81.5% |
| Admin fee / account holder | $10 | $145-93.1% | $5,194-99.8% | $110-91.0% |