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 | $27,245 | $73,283-62.8% | $155,509-82.5% | $106,382-74.4% |
| Participation rate | 93.1% | 73.3%+19.8pp | 78.2%+14.9pp | 69.9%+23.2pp |
| Annual return | 12.70% | 15.77%-3.1pp | 64.67%-52.0pp | 17.37%-4.7pp |
| Employer contribution / active EE | $0 | $2,247-100.0% | $4,672-100.0% | $3,364-100.0% |
| Participant deferral / active EE | $5,064 | $4,580+10.6% | $5,626-10.0% | $5,569-9.1% |
| Admin fee / account holder | $44 | $56-21.6% | $15,912-99.7% | $79-44.5% |