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.
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 | $46,921 | $37,196+26.1% | $154,107-69.6% | $55,725-15.8% |
| Participation rate | 60.6% | 64.1%-3.5pp | 83.0%-22.5pp | 70.9%-10.3pp |
| Annual return | -3.15% | 1319.68%-1322.8pp | 735.12%-738.3pp | 244.93%-248.1pp |
| Employer contribution / active EE | $862 | $1,614-46.6% | $5,298-83.7% | $2,078-58.5% |
| Participant deferral / active EE | $2,567 | $2,068+24.1% | $5,081-49.5% | $3,356-23.5% |
| Admin fee / account holder | $218 | $102+114.9% | $13,411-98.4% | $115+89.6% |