Filed January 25, 2006
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 9-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 | $5,562 | $50,637-89.0% | $86,590-93.6% | $62,292-91.1% |
| Participation rate | 99.5% | 67.9%+31.6pp | 73.5%+25.9pp | 69.5%+29.9pp |
| Annual return | -0.89% | 20.80%-21.7pp | 964.84%-965.7pp | 28.90%-29.8pp |
| Employer contribution / active EE | $549 | $2,075-73.5% | $2,839-80.6% | $2,042-73.1% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $3,609-100.0% | $3,169-100.0% |
| Admin fee / account holder | $10 | $413-97.5% | $4,906-99.8% | $479-97.8% |