Filed April 11, 2006 (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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,768 | $110,094+11.5% | $151,611-19.0% | $68,494+79.2% |
| Participation rate | 87.6% | 84.0%+3.7pp | 87.5%+0.1pp | 67.9%+19.7pp |
| Annual return | -17.22% | -10.12%-7.1pp | 3.33%-20.5pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,822 | $4,471-59.3% | $6,166-70.5% | $2,596-29.8% |
| Participant deferral / active EE | $6,820 | $6,527+4.5% | $8,363-18.4% | $4,027+69.4% |
| Admin fee / account holder | $1 | $7,719-100.0% | $11,616-100.0% | $5,403-100.0% |