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 | $60,063 | $43,466+38.2% | $99,443-39.6% | $89,569-32.9% |
| Participation rate | 45.8% | 41.5%+4.2pp | 73.8%-28.1pp | 69.6%-23.8pp |
| Annual return | 32.78% | 22.62%+10.2pp | 30.72%+2.1pp | 34.56%-1.8pp |
| Employer contribution / active EE | $969 | $788+23.0% | $2,540-61.9% | $2,584-62.5% |
| Participant deferral / active EE | $1,655 | $1,495+10.7% | $3,619-54.3% | $4,220-60.8% |
| Admin fee / account holder | $0 | $56-100.0% | $6,250-100.0% | $72-100.0% |