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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,297 | $56,274+30.3% | $109,895-33.3% | $106,520-31.2% |
| Participation rate | 33.4% | 46.3%-12.8pp | 74.2%-40.8pp | 71.3%-37.9pp |
| Annual return | 18.04% | 27.85%-9.8pp | 29.45%-11.4pp | 19.28%-1.2pp |
| Employer contribution / active EE | $803 | $1,010-20.5% | $2,842-71.8% | $2,840-71.7% |
| Participant deferral / active EE | $1,402 | $1,973-29.0% | $4,048-65.4% | $4,948-71.7% |
| Admin fee / account holder | $0 | $57-100.0% | $6,066-100.0% | $75-100.0% |