Filed January 6, 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,574 | $88,324+38.8% | $115,037+6.6% | $55,191+122.1% |
| Participation rate | 85.6% | 72.5%+13.0pp | 81.4%+4.2pp | 69.2%+16.4pp |
| Annual return | -0.83% | 6.30%-7.1pp | 26.14%-27.0pp | 10.78%-11.6pp |
| Employer contribution / active EE | $4,525 | $2,805+61.3% | $4,608-1.8% | $1,899+138.3% |
| Participant deferral / active EE | $10,080 | $5,042+99.9% | $6,026+67.3% | $3,046+230.9% |
| Admin fee / account holder | $0 | $105-99.5% | $8,175-100.0% | $91-99.4% |