Filed December 7, 2012 (most recent of 2 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 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.
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 | $36,821 | $46,732-21.2% | $156,549-76.5% | $55,167-33.3% |
| Participation rate | 50.6% | 65.8%-15.2pp | 84.0%-33.4pp | 69.0%-18.4pp |
| Annual return | 5.48% | 17.72%-12.2pp | 32.23%-26.7pp | 169.23%-163.7pp |
| Employer contribution / active EE | $375 | $2,105-82.2% | $5,501-93.2% | $1,963-80.9% |
| Participant deferral / active EE | $1,963 | $2,204-11.0% | $4,871-59.7% | $3,054-35.7% |
| Admin fee / account holder | $241 | $418-42.4% | $13,027-98.1% | $504-52.2% |