Filed June 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.
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.
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 | $77,511 | $73,638+5.3% | $95,952-19.2% | $73,488+5.5% |
| Participation rate | 29.5% | 76.2%-46.6pp | 77.1%-47.5pp | 70.7%-41.1pp |
| Annual return | 7.11% | 16.78%-9.7pp | 91.61%-84.5pp | 28.51%-21.4pp |
| Employer contribution / active EE | $1,053 | $1,863-43.5% | $2,541-58.5% | $2,270-53.6% |
| Participant deferral / active EE | $1,736 | $3,617-52.0% | $4,167-58.3% | $3,740-53.6% |
| Admin fee / account holder | $76 | $482-84.2% | $6,795-98.9% | $513-85.1% |