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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,168 | $57,458+6.5% | $95,745-36.1% | $96,393-36.5% |
| Participation rate | 36.5% | 47.9%-11.5pp | 72.3%-35.8pp | 71.3%-34.8pp |
| Annual return | 15.13% | 17.80%-2.7pp | 28.35%-13.2pp | 22.88%-7.8pp |
| Employer contribution / active EE | $885 | $1,155-23.3% | $2,835-68.8% | $3,238-72.7% |
| Participant deferral / active EE | $1,463 | $2,443-40.1% | $4,245-65.5% | $5,455-73.2% |
| Admin fee / account holder | $0 | $61-100.0% | $5,678-100.0% | $74-100.0% |