Filed August 29, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,625 | $57,354-74.5% | $83,848-82.6% | $64,186-77.2% |
| Participation rate | 60.0% | 68.6%-8.6pp | 76.1%-16.1pp | 69.6%-9.6pp |
| Annual return | -3.37% | 11.38%-14.7pp | 850.88%-854.2pp | 7.63%-11.0pp |
| Employer contribution / active EE | $602 | $2,545-76.3% | $3,631-83.4% | $2,381-74.7% |
| Participant deferral / active EE | $1,315 | $2,993-56.1% | $4,082-67.8% | $3,470-62.1% |
| Admin fee / account holder | $7 | $4,046-99.8% | $5,478-99.9% | $4,888-99.8% |