Filed October 27, 2006
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.
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 | $129,476 | $85,199+52.0% | $57,179+126.4% | $63,975+102.4% |
| Participation rate | 30.6% | 74.0%-43.5pp | 75.3%-44.8pp | 71.1%-40.6pp |
| Annual return | 7.80% | 10.43%-2.6pp | 14.59%-6.8pp | 48.65%-40.8pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,682-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $1,853 | $3,109-40.4% | $3,096-40.2% | $3,356-44.8% |
| Admin fee / account holder | $17 | $39-57.0% | $3,139-99.5% | $70-76.4% |