Filed July 26, 2006
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,065 | $43,423-51.5% | $78,689-73.2% | $55,167-61.8% |
| Participation rate | 75.7% | 68.0%+7.6pp | 73.6%+2.1pp | 69.0%+6.7pp |
| Annual return | -2.95% | 11.53%-14.5pp | 62.18%-65.1pp | 169.23%-172.2pp |
| Employer contribution / active EE | $487 | $1,997-75.6% | $2,851-82.9% | $1,963-75.2% |
| Participant deferral / active EE | $1,583 | $2,509-36.9% | $3,517-55.0% | $3,054-48.2% |
| Admin fee / account holder | $112 | $416-73.1% | $4,510-97.5% | $504-77.8% |