Filed November 30, 2010
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,046 | $46,100-73.9% | $86,590-86.1% | $69,631-82.7% |
| Participation rate | 57.4% | 67.2%-9.8pp | 73.5%-16.2pp | 70.7%-13.3pp |
| Annual return | 17.28% | 21.02%-3.7pp | 964.84%-947.6pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $221 | $1,850-88.1% | $2,839-92.2% | $2,032-89.1% |
| Participant deferral / active EE | $888 | $2,432-63.5% | $3,609-75.4% | $3,224-72.5% |
| Admin fee / account holder | $14 | $94-84.9% | $4,906-99.7% | $110-87.2% |