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.
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 | $11,970 | $82,279-85.5% | $77,999-84.7% | $63,975-81.3% |
| Participation rate | 69.7% | 84.7%-15.0pp | 75.5%-5.8pp | 71.1%-1.4pp |
| Annual return | 9.24% | 11.20%-2.0pp | 425.96%-416.7pp | 48.65%-39.4pp |
| Employer contribution / active EE | $3,042 | $3,297-7.7% | $2,470+23.1% | $2,182+39.4% |
| Participant deferral / active EE | $0 | $4,538-100.0% | $3,497-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $81-100.0% | $5,480-100.0% | $70-100.0% |