Filed November 9, 2005
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.
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 | $105,267 | $69,763+50.9% | $67,502+55.9% | $74,495+41.3% |
| Participation rate | 37.9% | 71.4%-33.5pp | 72.9%-35.0pp | 67.2%-29.3pp |
| Annual return | 13.17% | -40.34%+53.5pp | 3512.12%-3499.0pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $0 | $2,704-100.0% | $2,731-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,919 | $3,636-19.7% | $4,000-27.0% | $4,346-32.8% |
| Admin fee / account holder | $202 | $896-77.4% | $3,998-94.9% | $1,942-89.6% |