Filed November 15, 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,500 | $122,239+50.9% | $184,203+0.2% | $74,495+147.7% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 16.90% | 19.95%-3.0pp | 28.81%-11.9pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $3,521 | $4,537-22.4% | $6,427-45.2% | $2,623+34.2% |
| Participant deferral / active EE | $7,367 | $7,139+3.2% | $9,131-19.3% | $4,346+69.5% |
| Admin fee / account holder | $27 | $1,260-97.9% | $13,901-99.8% | $1,942-98.6% |