Filed May 21, 2008
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,215 | $80,753-41.5% | $136,294-65.4% | $62,292-24.2% |
| Participation rate | 39.0% | 73.5%-34.6pp | 81.9%-42.9pp | 69.5%-30.5pp |
| Annual return | 20.53% | 35.83%-15.3pp | 5155.94%-5135.4pp | 28.90%-8.4pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,891 | $5,164-24.7% | $6,247-37.7% | $3,169+22.8% |
| Admin fee / account holder | $158 | $525-69.9% | $9,243-98.3% | $479-67.0% |