Filed May 10, 2006
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,557 | $72,607+2.7% | $90,749-17.8% | $66,914+11.4% |
| Participation rate | 87.0% | 73.7%+13.3pp | 75.7%+11.3pp | 69.8%+17.2pp |
| Annual return | -15.37% | -12.28%-3.1pp | -12.16%-3.2pp | 1.58%-16.9pp |
| Employer contribution / active EE | $542 | $2,369-77.1% | $2,921-81.4% | $2,544-78.7% |
| Participant deferral / active EE | $4,049 | $3,977+1.8% | $4,564-11.3% | $4,237-4.4% |
| Admin fee / account holder | $0 | $707-100.0% | $8,445-100.0% | $593-100.0% |