Filed March 5, 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.
Employer contribution per participant 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.
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 | $8,567 | $58,758-85.4% | $70,014-87.8% | $63,975-86.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 71.8%+28.2pp | 71.1%+28.9pp |
| Annual return | 12.17% | 18.05%-5.9pp | 12.99%-0.8pp | 48.65%-36.5pp |
| Employer contribution / active EE | $391 | $1,973-80.2% | $2,338-83.3% | $2,182-82.1% |
| Participant deferral / active EE | $0 | $2,912-100.0% | $2,931-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $71-100.0% | $4,380-100.0% | $70-100.0% |