Filed January 6, 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 4-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 | $12,110 | $104,317-88.4% | $159,436-92.4% | $86,799-86.0% |
| Participation rate | 92.7% | 77.7%+15.0pp | 82.8%+9.9pp | 72.3%+20.4pp |
| Annual return | 0.00% | 26.32%-26.3pp | 263.57%-263.6pp | 97.91%-97.9pp |
| Employer contribution / active EE | $11,480 | $3,451+232.7% | $4,829+137.7% | $2,405+377.3% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,799-100.0% | $170-100.0% |