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 a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $66,710 | $49,890+33.7% | $104,607-36.2% | $106,222-37.2% |
| Participation rate | 41.6% | 45.0%-3.4pp | 74.1%-32.5pp | 70.8%-29.2pp |
| Annual return | 19.52% | 18.07%+1.5pp | 340.46%-320.9pp | 21.69%-2.2pp |
| Employer contribution / active EE | $922 | $809+14.0% | $2,681-65.6% | $2,723-66.1% |
| Participant deferral / active EE | $1,604 | $1,699-5.6% | $3,740-57.1% | $4,600-65.1% |
| Admin fee / account holder | $0 | $56-100.0% | $6,473-100.0% | $78-100.0% |