Filed May 25, 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 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,647 | $54,193-10.2% | $93,606-48.0% | $77,643-37.3% |
| Participation rate | 41.8% | 63.9%-22.2pp | 68.7%-26.9pp | 70.6%-28.8pp |
| Annual return | 12.26% | 30.54%-18.3pp | 133.20%-120.9pp | 31.24%-19.0pp |
| Employer contribution / active EE | $152 | $1,168-87.0% | $2,420-93.7% | $2,726-94.4% |
| Participant deferral / active EE | $2,312 | $3,144-26.5% | $4,411-47.6% | $4,647-50.2% |
| Admin fee / account holder | $6 | $576-99.0% | $8,285-99.9% | $430-98.6% |