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 | $128,899+213.5% | $113,168+257.0% | $102,872+292.8% |
| Participation rate | 99.7% | 87.0%+12.7pp | 76.6%+23.2pp | 73.0%+26.7pp |
| Annual return | -6.77% | 15.88%-22.6pp | 24.27%-31.0pp | 19.06%-25.8pp |
| Employer contribution / active EE | $5 | $3,713-99.9% | $2,975-99.8% | $3,526-99.9% |
| Participant deferral / active EE | $0 | $6,787-100.0% | $5,107-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $129-100.0% | $12,068-100.0% | $292-100.0% |