Filed August 14, 2007 (most recent of 3 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 8-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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,144 | $44,989+55.9% | $170,442-58.8% | $77,958-10.0% |
| Participation rate | 23.6% | 64.6%-41.0pp | 83.6%-60.0pp | 71.6%-48.1pp |
| Annual return | 18.52% | 19.61%-1.1pp | 205.93%-187.4pp | 20.87%-2.4pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,433-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $1,620 | $2,208-26.6% | $4,939-67.2% | $3,537-54.2% |
| Admin fee / account holder | $6 | $69-91.7% | $13,880-100.0% | $97-94.1% |