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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,238 | $77,660-67.5% | $109,143-76.9% | $79,386-68.2% |
| Participation rate | 48.6% | 67.8%-19.2pp | 75.9%-27.3pp | 70.7%-22.1pp |
| Annual return | 9.64% | 23.44%-13.8pp | 25.75%-16.1pp | 116.85%-107.2pp |
| Employer contribution / active EE | $698 | $2,797-75.1% | $3,722-81.3% | $2,427-71.3% |
| Participant deferral / active EE | $1,955 | $3,518-44.4% | $4,653-58.0% | $4,046-51.7% |
| Admin fee / account holder | $14 | $732-98.1% | $6,752-99.8% | $626-97.8% |