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.
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 | $8,252 | $73,004-88.7% | $90,749-90.9% | $68,494-88.0% |
| Participation rate | 94.7% | 70.8%+23.8pp | 75.7%+19.0pp | 67.9%+26.8pp |
| Annual return | -11.49% | -13.81%+2.3pp | -12.16%+0.7pp | -7.84%-3.7pp |
| Employer contribution / active EE | $1,520 | $2,193-30.7% | $2,921-47.9% | $2,596-41.4% |
| Participant deferral / active EE | $0 | $3,627-100.0% | $4,564-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $5,896-100.0% | $8,445-100.0% | $5,403-100.0% |