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.
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 | $22,076 | $63,905-65.5% | $74,183-70.2% | $57,658-61.7% |
| Participation rate | 95.1% | 79.8%+15.3pp | 76.6%+18.5pp | 70.2%+24.8pp |
| Annual return | 10.69% | 60.60%-49.9pp | 17.74%-7.0pp | 5.13%+5.6pp |
| Employer contribution / active EE | $891 | $1,840-51.6% | $2,370-62.4% | $1,974-54.9% |
| Participant deferral / active EE | $3,315 | $3,448-3.9% | $3,550-6.6% | $3,061+8.3% |
| Admin fee / account holder | $0 | $91-100.0% | $5,586-100.0% | $95-100.0% |