Filed November 9, 2005
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,660 | $49,915+374.1% | $154,803+52.9% | $74,304+218.5% |
| Participation rate | 58.3% | 54.0%+4.3pp | 78.1%-19.8pp | 60.3%-2.1pp |
| Annual return | 14.69% | 34.06%-19.4pp | 58.88%-44.2pp | 29.43%-14.7pp |
| Employer contribution / active EE | $3,164 | $1,611+96.4% | $4,305-26.5% | $2,241+41.2% |
| Participant deferral / active EE | $7,065 | $2,255+213.3% | $5,540+27.5% | $3,767+87.5% |
| Admin fee / account holder | $298 | $2,189-86.4% | $14,329-97.9% | $2,969-90.0% |