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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,890 | $68,330-65.0% | $149,673-84.0% | $96,393-75.2% |
| Participation rate | 95.0% | 74.6%+20.4pp | 78.8%+16.2pp | 71.3%+23.7pp |
| Annual return | 16.10% | 29.64%-13.5pp | 134.42%-118.3pp | 22.88%-6.8pp |
| Employer contribution / active EE | $0 | $2,139-100.0% | $4,818-100.0% | $3,238-100.0% |
| Participant deferral / active EE | $4,237 | $4,422-4.2% | $5,680-25.4% | $5,455-22.3% |
| Admin fee / account holder | $38 | $52-27.7% | $13,210-99.7% | $74-49.1% |