Filed January 6, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,703 | $58,726+5.1% | $92,233-33.1% | $62,292-0.9% |
| Participation rate | 65.3% | 68.3%-3.0pp | 76.5%-11.2pp | 69.5%-4.2pp |
| Annual return | 16.20% | 43.62%-27.4pp | 176.28%-160.1pp | 28.90%-12.7pp |
| Employer contribution / active EE | $1,094 | $2,392-54.3% | $3,679-70.3% | $2,042-46.4% |
| Participant deferral / active EE | $1,761 | $2,766-36.3% | $3,897-54.8% | $3,169-44.4% |
| Admin fee / account holder | $317 | $556-43.1% | $5,194-93.9% | $479-34.0% |