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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $43,765 | $53,925-18.8% | $75,670-42.2% | $69,631-37.1% |
| Participation rate | 18.2% | 71.2%-53.0pp | 72.3%-54.1pp | 70.7%-52.4pp |
| Annual return | 13.98% | 17.84%-3.9pp | 27.34%-13.4pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,352-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $522 | $2,569-79.7% | $3,142-83.4% | $3,224-83.8% |
| Admin fee / account holder | $0 | $97-100.0% | $5,800-100.0% | $110-100.0% |