Filed May 8, 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.
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 | $23,311 | $50,637-54.0% | $86,590-73.1% | $62,292-62.6% |
| Participation rate | 45.2% | 67.9%-22.7pp | 73.5%-28.3pp | 69.5%-24.3pp |
| Annual return | 14.81% | 20.80%-6.0pp | 964.84%-950.0pp | 28.90%-14.1pp |
| Employer contribution / active EE | $117 | $2,075-94.4% | $2,839-95.9% | $2,042-94.3% |
| Participant deferral / active EE | $799 | $2,611-69.4% | $3,609-77.9% | $3,169-74.8% |
| Admin fee / account holder | $107 | $413-74.0% | $4,906-97.8% | $479-77.6% |