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 | $106,254 | $69,159+53.6% | $125,175-15.1% | $67,579+57.2% |
| Participation rate | 99.5% | 78.2%+21.3pp | 79.8%+19.7pp | 71.3%+28.2pp |
| Annual return | 28.84% | 27.12%+1.7pp | 43.79%-14.9pp | 378.56%-349.7pp |
| Employer contribution / active EE | $4,940 | $2,023+144.2% | $3,865+27.8% | $2,148+130.0% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $4,937-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $9,702-100.0% | $142-100.0% |