Filed January 12, 2006 (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 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.
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 | $32,079 | $81,474-60.6% | $133,956-76.1% | $73,488-56.3% |
| Participation rate | 99.1% | 76.4%+22.8pp | 79.8%+19.3pp | 70.7%+28.5pp |
| Annual return | 49.63% | 19.40%+30.2pp | 45.09%+4.5pp | 28.51%+21.1pp |
| Employer contribution / active EE | $3,390 | $2,209+53.5% | $3,919-13.5% | $2,270+49.3% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $713-100.0% | $8,927-100.0% | $513-100.0% |