Filed January 6, 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.
Participant 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 | $132,030 | $61,214+115.7% | $83,333+58.4% | $56,287+134.6% |
| Participation rate | 36.0% | 72.6%-36.6pp | 77.8%-41.8pp | 69.9%-33.9pp |
| Annual return | -4.37% | 0.42%-4.8pp | 10.63%-15.0pp | -9.96%+5.6pp |
| Employer contribution / active EE | $480 | $1,925-75.1% | $3,379-85.8% | $2,111-77.3% |
| Participant deferral / active EE | $1,910 | $5,091-62.5% | $5,565-65.7% | $3,350-43.0% |
| Admin fee / account holder | $5 | $512-98.9% | $7,510-99.9% | $521-98.9% |