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.
Annual investment return 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 | $33,060 | $95,274-65.3% | $135,903-75.7% | $74,419-55.6% |
| Participation rate | 97.6% | 78.2%+19.4pp | 81.9%+15.7pp | 70.7%+26.9pp |
| Annual return | 10.26% | 32.77%-22.5pp | 68.23%-58.0pp | 34.38%-24.1pp |
| Employer contribution / active EE | $12,730 | $3,874+228.6% | $4,856+162.1% | $2,637+382.7% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $2 | $266-99.1% | $10,762-100.0% | $348-99.3% |