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.
Participant contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,950 | $121,719-67.2% | $154,803-74.2% | $140,769-71.6% |
| Participation rate | 92.2% | 76.3%+16.0pp | 78.1%+14.2pp | 74.2%+18.1pp |
| Annual return | 18.31% | 19.22%-0.9pp | 58.88%-40.6pp | 16.82%+1.5pp |
| Employer contribution / active EE | $3,300 | $2,466+33.8% | $4,305-23.3% | $3,906-15.5% |
| Participant deferral / active EE | $48 | $5,384-99.1% | $5,540-99.1% | $6,717-99.3% |
| Admin fee / account holder | $51 | $71-28.5% | $14,329-99.6% | $229-77.9% |