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 | $34,602 | $73,283-52.8% | $155,509-77.7% | $106,382-67.5% |
| Participation rate | 93.1% | 73.3%+19.8pp | 78.2%+14.9pp | 69.9%+23.2pp |
| Annual return | 18.14% | 15.77%+2.4pp | 64.67%-46.5pp | 17.37%+0.8pp |
| Employer contribution / active EE | $3,936 | $2,247+75.1% | $4,672-15.8% | $3,364+17.0% |
| Participant deferral / active EE | $40 | $4,580-99.1% | $5,626-99.3% | $5,569-99.3% |
| Admin fee / account holder | $55 | $56-2.0% | $15,912-99.7% | $79-30.6% |