Filed February 13, 2006 (most recent of 3 filings on file)
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.
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 | $68,169 | $54,237+25.7% | $90,281-24.5% | $67,579+0.9% |
| Participation rate | 64.2% | 68.6%-4.4pp | 73.3%-9.1pp | 71.3%-7.1pp |
| Annual return | 21.30% | 37.27%-16.0pp | 78.10%-56.8pp | 378.56%-357.3pp |
| Employer contribution / active EE | $973 | $1,846-47.3% | $2,854-65.9% | $2,148-54.7% |
| Participant deferral / active EE | $1,613 | $2,625-38.6% | $3,885-58.5% | $3,539-54.4% |
| Admin fee / account holder | -$21 | $123-117.2% | $5,351-100.4% | $142-114.9% |