Filed August 30, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,079 | $52,406+54.7% | $129,207-37.2% | $74,495+8.8% |
| Participation rate | 60.9% | 53.8%+7.1pp | 69.6%-8.7pp | 67.2%-6.3pp |
| Annual return | 14.02% | 15.66%-1.6pp | 9417.33%-9403.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $2,082 | $1,531+36.0% | $4,153-49.9% | $2,623-20.6% |
| Participant deferral / active EE | $3,312 | $2,794+18.5% | $4,168-20.5% | $4,346-23.8% |
| Admin fee / account holder | $39 | $2,633-98.5% | $7,715-99.5% | $1,942-98.0% |