Filed April 23, 2007 (most recent of 3 filings on file)
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 | $44,802 | $130,194-65.6% | $169,993-73.6% | $71,457-37.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 10.35% | 20.37%-10.0pp | 53.37%-43.0pp | 28.85%-18.5pp |
| Employer contribution / active EE | $2,669 | $4,381-39.1% | $6,785-60.7% | $2,588+3.1% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $10,408-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $966-100.0% | $12,815-100.0% | $1,587-100.0% |