Filed December 3, 2005
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 6-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.
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 | $72,059 | $41,854+72.2% | $73,843-2.4% | $52,331+37.7% |
| Participation rate | 42.0% | 66.2%-24.2pp | 73.4%-31.4pp | 68.1%-26.1pp |
| Annual return | 2.70% | 2.11%+0.6pp | 2267.84%-2265.1pp | 4.54%-1.8pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,607 | $2,498+44.4% | $3,583+0.7% | $3,022+19.4% |
| Admin fee / account holder | $28 | $493-94.2% | $4,880-99.4% | $592-95.2% |