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 | $21,168 | $82,202-74.2% | $125,339-83.1% | $64,808-67.3% |
| Participation rate | 94.0% | 77.9%+16.1pp | 82.4%+11.6pp | 71.5%+22.5pp |
| Annual return | -5.93% | 3.48%-9.4pp | 572.05%-578.0pp | 32.82%-38.7pp |
| Employer contribution / active EE | $11,865 | $3,615+228.2% | $4,814+146.5% | $2,506+373.5% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $2 | $163-98.9% | $10,010-100.0% | $188-99.0% |