Filed August 29, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,867 | $38,925-33.5% | $73,843-65.0% | $55,191-53.1% |
| Participation rate | 47.8% | 66.0%-18.2pp | 73.4%-25.6pp | 69.2%-21.4pp |
| Annual return | 0.51% | 6.31%-5.8pp | 2267.84%-2267.3pp | 10.78%-10.3pp |
| Employer contribution / active EE | $539 | $1,695-68.2% | $2,787-80.7% | $1,899-71.6% |
| Participant deferral / active EE | $773 | $2,351-67.1% | $3,583-78.4% | $3,046-74.6% |
| Admin fee / account holder | $2 | $83-97.5% | $4,880-100.0% | $91-97.7% |