Filed January 27, 2006 (most recent of 2 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,475 | $89,739-66.0% | $149,718-79.6% | $62,292-51.1% |
| Participation rate | 68.8% | 85.1%-16.4pp | 87.1%-18.3pp | 69.5%-0.8pp |
| Annual return | 16.85% | 21.01%-4.2pp | 1501.63%-1484.8pp | 28.90%-12.0pp |
| Employer contribution / active EE | $1,150 | $3,233-64.4% | $5,445-78.9% | $2,042-43.7% |
| Participant deferral / active EE | $1,834 | $4,797-61.8% | $6,569-72.1% | $3,169-42.1% |
| Admin fee / account holder | $162 | $551-70.7% | $11,283-98.6% | $479-66.3% |