Filed January 19, 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 | $70,086 | $88,324-20.6% | $115,037-39.1% | $55,191+27.0% |
| Participation rate | 63.5% | 72.5%-9.0pp | 81.4%-17.9pp | 69.2%-5.7pp |
| Annual return | 0.54% | 6.30%-5.8pp | 26.14%-25.6pp | 10.78%-10.2pp |
| Employer contribution / active EE | $1,798 | $2,805-35.9% | $4,608-61.0% | $1,899-5.3% |
| Participant deferral / active EE | $3,276 | $5,042-35.0% | $6,026-45.6% | $3,046+7.6% |
| Admin fee / account holder | $13 | $105-88.0% | $8,175-99.8% | $91-86.0% |