Filed January 19, 2006
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,107 | $58,083-79.2% | $80,019-84.9% | $56,287-78.5% |
| Participation rate | 99.0% | 73.6%+25.4pp | 75.8%+23.2pp | 69.9%+29.1pp |
| Annual return | -9.15% | 34.61%-43.8pp | 11.22%-20.4pp | -9.96%+0.8pp |
| Employer contribution / active EE | $2,574 | $1,932+33.3% | $2,468+4.3% | $2,111+22.0% |
| Participant deferral / active EE | $0 | $3,135-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $623-100.0% | $6,521-100.0% | $521-100.0% |