Filed March 12, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,655 | $79,128-97.9% | $106,548-98.4% | - |
| Participation rate | 87.9% | 77.1%+10.8pp | 76.1%+11.7pp | - |
| Annual return | 79.98% | 16.17%+63.8pp | 26.80%+53.2pp | - |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,819-100.0% | - |
| Participant deferral / active EE | $0 | $3,862-100.0% | $4,398-100.0% | - |
| Admin fee / account holder | $0 | $2,807-100.0% | $7,407-100.0% | - |