Filed July 21, 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.
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 | $45,124 | $100,801-55.2% | $149,696-69.9% | $73,409-38.5% |
| Participation rate | 73.6% | 77.7%-4.1pp | 82.5%-8.9pp | 72.2%+1.4pp |
| Annual return | 16.61% | 265.34%-248.7pp | 276.60%-260.0pp | 59.29%-42.7pp |
| Employer contribution / active EE | $728 | $3,312-78.0% | $4,644-84.3% | $2,234-67.4% |
| Participant deferral / active EE | $3,628 | $6,404-43.3% | $6,842-47.0% | $3,805-4.7% |
| Admin fee / account holder | $69 | $181-62.0% | $9,309-99.3% | $158-56.4% |