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 | $19,471 | $58,202-66.5% | $172,739-88.7% | $89,569-78.3% |
| Participation rate | 90.9% | 72.8%+18.1pp | 82.6%+8.3pp | 69.6%+21.4pp |
| Annual return | 21.90% | 61.59%-39.7pp | 802.84%-780.9pp | 34.56%-12.7pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $5,143-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,053 | $3,335-8.5% | $5,198-41.3% | $4,220-27.7% |
| Admin fee / account holder | $39 | $53-24.8% | $13,954-99.7% | $72-44.9% |