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 | $59,313 | $67,512-12.1% | $185,823-68.1% | $93,030-36.2% |
| Participation rate | 33.5% | 67.1%-33.6pp | 81.7%-48.2pp | 73.9%-40.4pp |
| Annual return | 15.06% | 21.04%-6.0pp | 122.05%-107.0pp | 158.70%-143.6pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,167-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $2,137 | $3,035-29.6% | $5,568-61.6% | $4,562-53.2% |
| Admin fee / account holder | $3 | $318-99.1% | $16,237-100.0% | $152-98.2% |