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 | $19,404 | $48,835-60.3% | $170,442-88.6% | $177,276-89.1% |
| Participation rate | 83.7% | 72.1%+11.6pp | 83.6%+0.1pp | 74.8%+8.9pp |
| Annual return | 55.03% | 19.44%+35.6pp | 205.93%-150.9pp | 21.25%+33.8pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $5,433-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $2,018 | $2,757-26.8% | $4,939-59.1% | $3,881-48.0% |
| Admin fee / account holder | $39 | $52-24.4% | $13,880-99.7% | $154-74.5% |