Filed July 12, 2006 (most recent of 5 filings on file)
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 5-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.
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $1,723,788-100.0% | $451,207-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 35.0%-35.0pp | 1.9%-1.9pp |
| Annual return | 12.93% | 23.90%-11.0pp | 8.77%+4.2pp | 23.90%-11.0pp |
| Employer contribution / active EE | $4,274 | $16,539-74.2% | $36,356-88.2% | $16,539-74.2% |
| Participant deferral / active EE | $0 | $350-100.0% | $68-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $3,635-100.0% | $18,975-100.0% |