Filed March 20, 2006 (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 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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,765 | $64,975+1.2% | $97,167-32.3% | $106,408-38.2% |
| Participation rate | 35.5% | 45.4%-9.9pp | 72.7%-37.2pp | 69.9%-34.4pp |
| Annual return | 11.92% | 15.21%-3.3pp | 75.27%-63.3pp | 17.37%-5.5pp |
| Employer contribution / active EE | $894 | $1,126-20.7% | $2,729-67.3% | $3,361-73.4% |
| Participant deferral / active EE | $1,475 | $2,466-40.2% | $4,264-65.4% | $5,567-73.5% |
| Admin fee / account holder | $0 | $69-100.0% | $5,650-100.0% | $79-100.0% |