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 | $50,328 | $46,173+9.0% | $170,442-70.5% | $69,631-27.7% |
| Participation rate | 51.0% | 63.9%-12.9pp | 83.6%-32.6pp | 70.7%-19.7pp |
| Annual return | 19.60% | 21.62%-2.0pp | 205.93%-186.3pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $706 | $1,610-56.1% | $5,433-87.0% | $2,032-65.3% |
| Participant deferral / active EE | $2,040 | $2,080-1.9% | $4,939-58.7% | $3,224-36.7% |
| Admin fee / account holder | $17 | $116-85.3% | $13,880-99.9% | $110-84.5% |