Filed March 18, 2006
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 | $16,410 | $111,491-85.3% | $189,513-91.3% | $86,799-81.1% |
| Participation rate | 98.8% | 87.3%+11.5pp | 87.8%+11.0pp | 72.3%+26.5pp |
| Annual return | 42.13% | 83.50%-41.4pp | 555.15%-513.0pp | 97.91%-55.8pp |
| Employer contribution / active EE | $1,024 | $3,951-74.1% | $6,162-83.4% | $2,405-57.4% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,221-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $189-100.0% | $12,045-100.0% | $170-100.0% |