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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,859 | $102,553+56.9% | $151,611+6.1% | $66,914+140.4% |
| Participation rate | 98.3% | 85.5%+12.8pp | 87.5%+10.8pp | 69.8%+28.5pp |
| Annual return | -18.44% | -10.82%-7.6pp | 3.33%-21.8pp | 1.58%-20.0pp |
| Employer contribution / active EE | $3,247 | $4,180-22.3% | $6,166-47.3% | $2,544+27.6% |
| Participant deferral / active EE | $6,639 | $6,6410% | $8,363-20.6% | $4,237+56.7% |
| Admin fee / account holder | $0 | $630-100.0% | $11,616-100.0% | $593-100.0% |