Filed March 14, 2006 (most recent of 6 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 7-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $11,238 | $81,321-86.2% | $68,509-83.6% | $59,188-81.0% |
| Participation rate | 61.8% | 83.8%-22.1pp | 74.7%-13.0pp | 69.4%-7.7pp |
| Annual return | -2.23% | 4.65%-6.9pp | 8.27%-10.5pp | 5.51%-7.7pp |
| Employer contribution / active EE | $2,948 | $3,297-10.6% | $2,278+29.4% | $2,098+40.5% |
| Participant deferral / active EE | $0 | $4,592-100.0% | $3,382-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $62-99.7% | $5,275-100.0% | $92-99.8% |