Filed August 8, 2005 (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 8-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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,517 | $72,066+169.9% | $81,930+137.4% | $90,288+115.4% |
| Participation rate | 58.7% | 78.9%-20.2pp | 72.0%-13.3pp | 73.4%-14.7pp |
| Annual return | 11.38% | 15.92%-4.5pp | 29.49%-18.1pp | 53.97%-42.6pp |
| Employer contribution / active EE | $2,499 | $2,335+7.0% | $4,310-42.0% | $2,524-1.0% |
| Participant deferral / active EE | $6,617 | $3,557+86.0% | $7,107-6.9% | $4,232+56.4% |
| Admin fee / account holder | $0 | $92-100.0% | $5,158-100.0% | $114-100.0% |