Filed June 14, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,028 | $32,037+12.5% | $69,182-47.9% | $62,891-42.7% |
| Participation rate | 15.2% | 43.4%-28.3pp | 55.1%-40.0pp | 69.3%-54.2pp |
| Annual return | 30.74% | 15.16%+15.6pp | -21.93%+52.7pp | 20.14%+10.6pp |
| Employer contribution / active EE | $59 | $679-91.3% | $1,206-95.1% | $2,281-97.4% |
| Participant deferral / active EE | $552 | $1,185-53.5% | $1,897-70.9% | $3,203-82.8% |
| Admin fee / account holder | $39 | $2,608-98.5% | $2,697-98.5% | $4,296-99.1% |