Filed May 23, 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 | $129,491 | $59,535+117.5% | $90,160+43.6% | $62,292+107.9% |
| Participation rate | 64.8% | 73.0%-8.3pp | 76.9%-12.1pp | 69.5%-4.8pp |
| Annual return | 16.70% | 23.53%-6.8pp | 34.88%-18.2pp | 28.90%-12.2pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,214 | $4,639+12.4% | $5,288-1.4% | $3,169+64.5% |
| Admin fee / account holder | $1 | $337-99.7% | $5,943-100.0% | $479-99.8% |