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.
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 | $14,327 | $134,045-89.3% | $80,019-82.1% | $75,289-81.0% |
| Participation rate | 79.1% | 85.8%-6.7pp | 75.8%+3.3pp | 72.4%+6.7pp |
| Annual return | -17.10% | -0.56%-16.5pp | 11.22%-28.3pp | -0.04%-17.1pp |
| Employer contribution / active EE | $3,014 | $3,492-13.7% | $2,468+22.1% | $2,405+25.3% |
| Participant deferral / active EE | $0 | $4,976-100.0% | $3,686-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $124-99.8% | $6,521-100.0% | $102-99.7% |