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 | $175,486 | $71,142+146.7% | $119,609+46.7% | $64,808+170.8% |
| Participation rate | 98.8% | 78.6%+20.2pp | 79.3%+19.6pp | 71.5%+27.4pp |
| Annual return | 15.78% | -10.01%+25.8pp | -14.97%+30.8pp | 32.82%-17.0pp |
| Employer contribution / active EE | $6,612 | $2,497+164.7% | $4,232+56.2% | $2,506+163.9% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,602-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $162-100.0% | $10,323-100.0% | $188-100.0% |