Filed July 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.
Participant 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 | $22,849 | $52,293-56.3% | $178,490-87.2% | $73,409-68.9% |
| Participation rate | 32.0% | 65.3%-33.4pp | 81.9%-50.0pp | 72.2%-40.2pp |
| Annual return | 15.91% | 34.75%-18.8pp | 151.07%-135.2pp | 59.29%-43.4pp |
| Employer contribution / active EE | $313 | $1,735-82.0% | $5,011-93.8% | $2,234-86.0% |
| Participant deferral / active EE | $523 | $2,332-77.6% | $5,202-89.9% | $3,805-86.2% |
| Admin fee / account holder | $12 | $127-90.3% | $13,984-99.9% | $158-92.1% |