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.
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 | $13,585 | $43,110-68.5% | $156,549-91.3% | $65,292-79.2% |
| Participation rate | 97.5% | 69.3%+28.2pp | 84.0%+13.5pp | 72.4%+25.1pp |
| Annual return | 7.46% | 11.24%-3.8pp | 32.23%-24.8pp | 11.84%-4.4pp |
| Employer contribution / active EE | $0 | $1,702-100.0% | $5,501-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $2,326 | $2,520-7.7% | $4,871-52.3% | $3,579-35.0% |
| Admin fee / account holder | $38 | $47-19.7% | $13,027-99.7% | $57-33.9% |