Filed January 10, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $93,123 | $73,638+26.5% | $95,952-2.9% | $73,488+26.7% |
| Participation rate | 31.2% | 76.2%-45.0pp | 77.1%-45.9pp | 70.7%-39.5pp |
| Annual return | 20.29% | 16.78%+3.5pp | 91.61%-71.3pp | 28.51%-8.2pp |
| Employer contribution / active EE | $573 | $1,863-69.2% | $2,541-77.4% | $2,270-74.8% |
| Participant deferral / active EE | $2,292 | $3,617-36.6% | $4,167-45.0% | $3,740-38.7% |
| Admin fee / account holder | $5 | $482-98.9% | $6,795-99.9% | $513-99.0% |