Filed November 9, 2005
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.
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 | $117,211 | $89,698+30.7% | $103,464+13.3% | $80,874+44.9% |
| Participation rate | 0.0% | 76.0%-76.0pp | 80.5%-80.5pp | 67.6%-67.6pp |
| Annual return | 2.93% | 22.78%-19.8pp | 23.91%-21.0pp | 35.62%-32.7pp |
| Employer contribution / active EE | $0 | $4,018-100.0% | $4,677-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $6,624-100.0% | $4,297-100.0% |
| Admin fee / account holder | $178 | $6,768-97.4% | $9,410-98.1% | $6,935-97.4% |