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 | $90,907 | $71,666+26.8% | $117,854-22.9% | $69,631+30.6% |
| Participation rate | 99.8% | 77.5%+22.2pp | 79.7%+20.1pp | 70.7%+29.1pp |
| Annual return | 27.82% | 18.86%+9.0pp | 335.08%-307.3pp | 27571.02%-27543.2pp |
| Employer contribution / active EE | $5,413 | $1,889+186.6% | $3,786+43.0% | $2,032+166.4% |
| Participant deferral / active EE | $0 | $3,340-100.0% | $4,482-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $8,020-100.0% | $110-100.0% |