Filed April 14, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,570 | $61,272-20.7% | $149,673-67.5% | $71,457-32.0% |
| Participation rate | 50.0% | 62.5%-12.5pp | 78.8%-28.8pp | 67.9%-17.9pp |
| Annual return | 14.09% | 35.85%-21.8pp | 134.42%-120.3pp | 28.85%-14.8pp |
| Employer contribution / active EE | $921 | $2,378-61.3% | $4,818-80.9% | $2,588-64.4% |
| Participant deferral / active EE | $2,527 | $2,917-13.4% | $5,680-55.5% | $4,289-41.1% |
| Admin fee / account holder | $12 | $1,261-99.0% | $13,210-99.9% | $1,587-99.2% |