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 | $189,482 | $89,436+111.9% | $164,813+15.0% | $77,643+144.0% |
| Participation rate | 98.8% | 78.6%+20.2pp | 78.6%+20.2pp | 70.6%+28.2pp |
| Annual return | 16.64% | 28.83%-12.2pp | 69.93%-53.3pp | 31.24%-14.6pp |
| Employer contribution / active EE | $9,391 | $2,569+265.6% | $4,341+116.3% | $2,726+244.5% |
| Participant deferral / active EE | $0 | $4,897-100.0% | $6,031-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $339-100.0% | $12,690-100.0% | $430-100.0% |