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 | $17,972 | $96,403-81.4% | $93,606-80.8% | $77,787-76.9% |
| Participation rate | 93.8% | 87.6%+6.2pp | 75.8%+18.0pp | 73.2%+20.6pp |
| Annual return | 19.49% | 39.36%-19.9pp | 32.76%-13.3pp | 32.57%-13.1pp |
| Employer contribution / active EE | $4,006 | $3,616+10.8% | $2,718+47.4% | $2,504+60.0% |
| Participant deferral / active EE | $0 | $5,341-100.0% | $4,069-100.0% | $3,967-100.0% |
| Admin fee / account holder | $1 | $90-99.4% | $7,888-100.0% | $100-99.5% |