Filed July 29, 2006 (most recent of 4 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 5-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.
See 1 actuary disclosure. $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.
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 | $0 | $47,522-100.0% | $186,087-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 37.8%-37.8pp | 9.2%-9.2pp |
| Annual return | 1.35% | -0.08%+1.4pp | -2.13%+3.5pp | -0.08%+1.4pp |
| Employer contribution / active EE | $869 | $7,991-89.1% | $34,127-97.5% | $7,991-89.1% |
| Participant deferral / active EE | $0 | $325-100.0% | $131-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $941-100.0% | $275-100.0% |