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 | $11,522 | $52,670-78.1% | $90,404-87.3% | $73,409-84.3% |
| Participation rate | 67.7% | 67.7%+0.1pp | 72.7%-4.9pp | 72.2%-4.4pp |
| Annual return | 15.16% | 20.70%-5.5pp | 1293.02%-1277.9pp | 59.29%-44.1pp |
| Employer contribution / active EE | $245 | $1,872-86.9% | $3,262-92.5% | $2,234-89.0% |
| Participant deferral / active EE | $967 | $2,807-65.5% | $3,963-75.6% | $3,805-74.6% |
| Admin fee / account holder | $5 | $117-96.1% | $5,611-99.9% | $158-97.1% |