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.
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 | $47,803 | $38,509+24.1% | $90,645-47.3% | $73,367-34.8% |
| Participation rate | 47.1% | 45.9%+1.1pp | 74.0%-27.0pp | 69.5%-22.4pp |
| Annual return | -4.36% | 2.07%-6.4pp | 1.88%-6.2pp | 173.45%-177.8pp |
| Employer contribution / active EE | $998 | $754+32.5% | $2,532-60.6% | $2,499-60.1% |
| Participant deferral / active EE | $1,662 | $1,495+11.1% | $3,425-51.5% | $4,033-58.8% |
| Admin fee / account holder | $0 | $48-100.0% | $4,994-100.0% | $68-100.0% |