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.
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 | $137,147 | $93,170+47.2% | $100,534+36.4% | $84,808+61.7% |
| Participation rate | 0.0% | 75.8%-75.8pp | 80.6%-80.6pp | 68.3%-68.3pp |
| Annual return | 14.36% | 47.13%-32.8pp | 32.66%-18.3pp | 40.90%-26.5pp |
| Employer contribution / active EE | $0 | $3,985-100.0% | $4,346-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $0 | $5,699-100.0% | $6,144-100.0% | $4,212-100.0% |
| Admin fee / account holder | $0 | $7,382-100.0% | $7,654-100.0% | $7,344-100.0% |