Filed January 25, 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 7-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 | $22,052 | $59,101-62.7% | $77,163-71.4% | $75,163-70.7% |
| Participation rate | 85.5% | 63.9%+21.7pp | 69.6%+16.0pp | 67.2%+18.3pp |
| Annual return | 15.69% | 26.71%-11.0pp | 37.87%-22.2pp | 160.62%-144.9pp |
| Employer contribution / active EE | $664 | $1,995-66.7% | $2,535-73.8% | $2,670-75.1% |
| Participant deferral / active EE | $1,317 | $2,999-56.1% | $3,833-65.6% | $4,125-68.1% |
| Admin fee / account holder | $60 | $4,774-98.7% | $5,472-98.9% | $5,651-98.9% |