Filed October 26, 2006 (most recent of 3 filings on file)
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,070 | $131,799-52.1% | $200,582-68.6% | $85,563-26.3% |
| Participation rate | 98.7% | 87.9%+10.7pp | 86.9%+11.8pp | 66.0%+32.7pp |
| Annual return | -4.23% | 21.59%-25.8pp | 42.33%-46.6pp | 31.51%-35.7pp |
| Employer contribution / active EE | $3,041 | $4,532-32.9% | $6,419-52.6% | $2,654+14.6% |
| Participant deferral / active EE | $0 | $7,702-100.0% | $9,331-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $235-100.0% | $16,305-100.0% | $834-100.0% |