Filed January 17, 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,518 | $58,694+23.6% | $142,863-49.2% | $85,850-15.5% |
| Participation rate | 62.6% | 58.5%+4.2pp | 71.9%-9.3pp | 69.3%-6.7pp |
| Annual return | 12.94% | 27.72%-14.8pp | 5637.54%-5624.6pp | 318.53%-305.6pp |
| Employer contribution / active EE | $1,243 | $1,423-12.6% | $4,144-70.0% | $2,565-51.5% |
| Participant deferral / active EE | $2,043 | $2,607-21.6% | $3,837-46.8% | $3,952-48.3% |
| Admin fee / account holder | $0 | $4,239-100.0% | $6,560-100.0% | $6,260-100.0% |