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 9-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.
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 | $80,431 | $46,674+72.3% | $117,472-31.5% | $68,494+17.4% |
| Participation rate | 27.2% | 56.8%-29.6pp | 70.6%-43.4pp | 67.9%-40.7pp |
| Annual return | -7.56% | -14.52%+7.0pp | 29.74%-37.3pp | -7.84%+0.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $621 | $2,636-76.5% | $4,070-84.8% | $4,027-84.6% |
| Admin fee / account holder | $0 | $4,020-100.0% | $5,645-100.0% | $5,403-100.0% |