Filed May 16, 2006 (most recent of 2 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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,687 | $108,719-96.6% | $101,326-96.4% | $85,563-95.7% |
| Participation rate | 46.4% | 80.9%-34.5pp | 81.5%-35.1pp | 66.0%-19.6pp |
| Annual return | 11.81% | 20.95%-9.1pp | 36.82%-25.0pp | 31.51%-19.7pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $3,665-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $0 | $8,545-100.0% | $7,994-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $11,185-100.0% | $834-100.0% |