Filed May 21, 2008 (most recent of 3 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $25,707 | $55,453-53.6% | $170,442-84.9% | $62,292-58.7% |
| Participation rate | 29.1% | 66.4%-37.3pp | 83.6%-54.5pp | 69.5%-40.4pp |
| Annual return | 15.84% | 21.38%-5.5pp | 205.93%-190.1pp | 28.90%-13.1pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,077 | $2,303-53.2% | $4,939-78.2% | $3,169-66.0% |
| Admin fee / account holder | $19 | $455-95.9% | $13,880-99.9% | $479-96.1% |