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 | $22,614 | $66,513-66.0% | $178,490-87.3% | $106,222-78.7% |
| Participation rate | 93.4% | 73.8%+19.7pp | 81.9%+11.5pp | 70.8%+22.6pp |
| Annual return | 24.31% | 21.81%+2.5pp | 151.07%-126.8pp | 21.69%+2.6pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $5,011-100.0% | $2,723-100.0% |
| Participant deferral / active EE | $2,991 | $3,679-18.7% | $5,202-42.5% | $4,600-35.0% |
| Admin fee / account holder | $35 | $53-34.9% | $13,984-99.8% | $78-55.6% |