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 | $20,911 | $46,969-55.5% | $154,107-86.4% | $73,367-71.5% |
| Participation rate | 95.2% | 72.4%+22.8pp | 83.0%+12.2pp | 69.5%+25.8pp |
| Annual return | 2.05% | 821.68%-819.6pp | 735.12%-733.1pp | 173.45%-171.4pp |
| Employer contribution / active EE | $2,622 | $1,723+52.2% | $5,298-50.5% | $2,499+4.9% |
| Participant deferral / active EE | $42 | $3,162-98.7% | $5,081-99.2% | $4,033-98.9% |
| Admin fee / account holder | $53 | $47+12.8% | $13,411-99.6% | $68-23.1% |