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.
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 | $18,797 | $60,323-68.8% | $81,812-77.0% | $74,495-74.8% |
| Participation rate | 50.2% | 62.9%-12.6pp | 72.3%-22.1pp | 67.2%-17.0pp |
| Annual return | 0.00% | 16.90%-16.9pp | 773.79%-773.8pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $612 | $2,620-76.6% | $2,912-79.0% | $2,623-76.7% |
| Participant deferral / active EE | $1,376 | $3,387-59.4% | $4,319-68.1% | $4,346-68.3% |
| Admin fee / account holder | $16 | $1,486-98.9% | $7,386-99.8% | $1,942-99.2% |