Filed June 16, 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 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.
Employer contribution per participant 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 | $39,281 | $122,186-67.9% | $146,958-73.3% | $199,593-80.3% |
| Participation rate | 92.1% | 78.3%+13.8pp | 82.2%+9.9pp | 72.0%+20.1pp |
| Annual return | 35.75% | 30.56%+5.2pp | 418.34%-382.6pp | 34.25%+1.5pp |
| Employer contribution / active EE | $320 | $4,093-92.2% | $4,933-93.5% | $3,034-89.4% |
| Participant deferral / active EE | $0 | $8,502-100.0% | $8,070-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $179-100.0% | $12,998-100.0% | $269-100.0% |