Filed December 1, 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.
Employer 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,952 | $71,957-75.1% | $67,652-73.5% | $59,188-69.7% |
| Participation rate | 95.2% | 82.7%+12.5pp | 75.7%+19.5pp | 69.4%+25.8pp |
| Annual return | 2.16% | 8.53%-6.4pp | 6625.04%-6622.9pp | 5.51%-3.3pp |
| Employer contribution / active EE | $739 | $2,432-69.6% | $2,266-67.4% | $2,098-64.8% |
| Participant deferral / active EE | $2,990 | $4,211-29.0% | $3,560-16.0% | $3,265-8.4% |
| Admin fee / account holder | $3 | $64-95.8% | $4,821-99.9% | $92-97.1% |