Filed October 27, 2005
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 | $42,823 | $36,916+16.0% | $156,549-72.6% | $57,658-25.7% |
| Participation rate | 52.8% | 63.4%-10.6pp | 84.0%-31.2pp | 70.2%-17.4pp |
| Annual return | 8.36% | 12.38%-4.0pp | 32.23%-23.9pp | 5.13%+3.2pp |
| Employer contribution / active EE | $751 | $1,571-52.2% | $5,501-86.4% | $1,974-62.0% |
| Participant deferral / active EE | $2,012 | $1,926+4.5% | $4,871-58.7% | $3,061-34.3% |
| Admin fee / account holder | $18 | $82-77.6% | $13,027-99.9% | $95-80.5% |