Filed November 15, 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 | $48,866 | $128,603-62.0% | $197,124-75.2% | $67,986-28.1% |
| Participation rate | 97.7% | 81.7%+16.0pp | 86.7%+11.0pp | 57.2%+40.5pp |
| Annual return | 11.90% | 23.77%-11.9pp | 44.34%-32.4pp | 31.67%-19.8pp |
| Employer contribution / active EE | $2,969 | $4,379-32.2% | $6,227-52.3% | $2,019+47.1% |
| Participant deferral / active EE | $0 | $6,840-100.0% | $9,135-100.0% | $3,358-100.0% |
| Admin fee / account holder | $6 | $3,035-99.8% | $16,298-100.0% | $3,203-99.8% |