Filed July 27, 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.
Annual investment return 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 | $32,563 | $121,719-73.2% | $154,803-79.0% | $140,769-76.9% |
| Participation rate | 92.2% | 76.3%+16.0pp | 78.1%+14.2pp | 74.2%+18.1pp |
| Annual return | 16.65% | 19.22%-2.6pp | 58.88%-42.2pp | 16.82%-0.2pp |
| Employer contribution / active EE | $0 | $2,466-100.0% | $4,305-100.0% | $3,906-100.0% |
| Participant deferral / active EE | $5,389 | $5,384+0.1% | $5,540-2.7% | $6,717-19.8% |
| Admin fee / account holder | $56 | $71-20.9% | $14,329-99.6% | $229-75.6% |