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 | $10,811 | $54,237-80.1% | $90,281-88.0% | $67,579-84.0% |
| Participation rate | 69.0% | 68.6%+0.4pp | 73.3%-4.3pp | 71.3%-2.3pp |
| Annual return | 21.26% | 37.27%-16.0pp | 78.10%-56.8pp | 378.56%-357.3pp |
| Employer contribution / active EE | $270 | $1,846-85.4% | $2,854-90.5% | $2,148-87.4% |
| Participant deferral / active EE | $1,064 | $2,625-59.5% | $3,885-72.6% | $3,539-69.9% |
| Admin fee / account holder | $6 | $123-95.3% | $5,351-99.9% | $142-95.9% |