Filed June 8, 2009 (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.
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 | $51,423 | $148,978-65.5% | $200,582-74.4% | $84,808-39.4% |
| Participation rate | 91.3% | 84.2%+7.0pp | 86.9%+4.4pp | 68.3%+22.9pp |
| Annual return | 14.58% | 28.16%-13.6pp | 42.33%-27.8pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,288 | $4,815-73.2% | $6,419-79.9% | $2,631-51.0% |
| Participant deferral / active EE | $4,511 | $7,142-36.8% | $9,331-51.7% | $4,212+7.1% |
| Admin fee / account holder | $3 | $13,977-100.0% | $16,305-100.0% | $7,344-100.0% |