Filed April 15, 2005 (most recent of 2 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 9-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.
See 1 actuary disclosure. $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.
Employer 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 | $0 | $14,096,330-100.0% | $253,870-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.0%0pp |
| Annual return | -1.28% | -0.13%-1.1pp | -1.10%-0.2pp | 1.67%-3.0pp |
| Employer contribution / active EE | $3,056 | $11,793-74.1% | $27,248-88.8% | $10,506-70.9% |
| Participant deferral / active EE | $0 | $75-100.0% | $105-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $702,575-100.0% | $66,276-100.0% |