Filed March 29, 2006 (most recent of 2 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 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $404,052 | $131,639+206.9% | $112,040+260.6% | $103,975+288.6% |
| Participation rate | 99.7% | 88.3%+11.4pp | 76.5%+23.2pp | 72.5%+27.2pp |
| Annual return | -6.77% | 14.57%-21.3pp | 24.52%-31.3pp | 19.41%-26.2pp |
| Employer contribution / active EE | $5 | $3,865-99.9% | $2,954-99.8% | $3,722-99.9% |
| Participant deferral / active EE | $0 | $6,986-100.0% | $5,098-100.0% | $5,343-100.0% |
| Admin fee / account holder | $0 | $134-100.0% | $12,098-100.0% | $332-100.0% |