Filed March 10, 2006 (most recent of 2 filings on file)
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 | $64,947 | $67,166-3.3% | $57,343+13.3% | $55,191+17.7% |
| Participation rate | 69.1% | 77.7%-8.6pp | 75.1%-6.0pp | 69.2%-0.1pp |
| Annual return | 2.06% | 4.22%-2.2pp | 24.39%-22.3pp | 10.78%-8.7pp |
| Employer contribution / active EE | $2,218 | $2,812-21.1% | $2,689-17.5% | $1,899+16.8% |
| Participant deferral / active EE | $2,268 | $2,835-20.0% | $3,162-28.3% | $3,046-25.6% |
| Admin fee / account holder | $5 | $44-87.5% | $3,356-99.8% | $91-94.0% |