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 | $87,192 | $62,267+40.0% | $110,238-20.9% | $55,725+56.5% |
| Participation rate | 99.3% | 78.1%+21.2pp | 79.8%+19.5pp | 70.9%+28.4pp |
| Annual return | 3.68% | -1.07%+4.7pp | 314.74%-311.1pp | 244.93%-241.3pp |
| Employer contribution / active EE | $3,916 | $1,941+101.7% | $3,826+2.3% | $2,078+88.4% |
| Participant deferral / active EE | $0 | $3,516-100.0% | $4,672-100.0% | $3,356-100.0% |
| Admin fee / account holder | $4 | $121-96.9% | $8,547-100.0% | $115-96.7% |