Filed July 27, 2011
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.
Employer 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 | $15,352 | $46,732-67.1% | $156,549-90.2% | $55,167-72.2% |
| Participation rate | 43.2% | 65.8%-22.6pp | 84.0%-40.8pp | 69.0%-25.8pp |
| Annual return | 7.67% | 17.72%-10.0pp | 32.23%-24.6pp | 169.23%-161.6pp |
| Employer contribution / active EE | $232 | $2,105-89.0% | $5,501-95.8% | $1,963-88.2% |
| Participant deferral / active EE | $1,360 | $2,204-38.3% | $4,871-72.1% | $3,054-55.5% |
| Admin fee / account holder | $1 | $418-99.7% | $13,027-100.0% | $504-99.7% |