Filed July 3, 2008 (most recent of 2 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,162 | $57,096+10.6% | $94,224-33.0% | $55,191+14.4% |
| Participation rate | 99.5% | 75.7%+23.9pp | 78.8%+20.8pp | 69.2%+30.4pp |
| Annual return | 14.63% | 159.65%-145.0pp | 10.68%+4.0pp | 10.78%+3.9pp |
| Employer contribution / active EE | $2,038 | $1,708+19.3% | $3,587-43.2% | $1,899+7.3% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,320-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $6,269-100.0% | $91-100.0% |