Filed July 21, 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.
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 | $19,370 | $48,064-59.7% | $78,778-75.4% | $69,631-72.2% |
| Participation rate | 56.2% | 61.6%-5.4pp | 69.2%-13.0pp | 70.7%-14.5pp |
| Annual return | 17.61% | 21.81%-4.2pp | 35.62%-18.0pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $498 | $744-33.0% | $1,986-74.9% | $2,032-75.5% |
| Participant deferral / active EE | $1,231 | $2,079-40.8% | $2,958-58.4% | $3,224-61.8% |
| Admin fee / account holder | $54 | $152-64.4% | $5,134-98.9% | $110-51.0% |