Filed September 21, 2006 (most recent of 3 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,433 | $48,277-18.3% | $63,517-37.9% | $55,191-28.6% |
| Participation rate | 17.4% | 69.4%-52.0pp | 71.0%-53.6pp | 69.2%-51.8pp |
| Annual return | 2.66% | 2.37%+0.3pp | -70.30%+73.0pp | 10.78%-8.1pp |
| Employer contribution / active EE | $0 | $1,592-100.0% | $2,322-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $513 | $2,432-78.9% | $2,953-82.6% | $3,046-83.2% |
| Admin fee / account holder | $0 | $86-100.0% | $5,892-100.0% | $91-100.0% |