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.
Form 5500 reported that benefits due were not provided when due.
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 | $48,900 | $38,315+27.6% | $80,004-38.9% | $69,651-29.8% |
| Participation rate | 44.4% | 43.0%+1.5pp | 73.0%-28.6pp | 66.6%-22.1pp |
| Annual return | -0.97% | -2.06%+1.1pp | 7.63%-8.6pp | 53.77%-54.7pp |
| Employer contribution / active EE | $1,016 | $783+29.8% | $2,473-58.9% | $2,241-54.7% |
| Participant deferral / active EE | $1,577 | $1,495+5.5% | $3,204-50.8% | $3,635-56.6% |
| Admin fee / account holder | $0 | $48-100.0% | $5,033-100.0% | $63-100.0% |