Filed October 16, 2008
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $383,280 | $122,186+213.7% | $146,958+160.8% | $199,593+92.0% |
| Participation rate | 95.1% | 78.3%+16.8pp | 82.2%+12.9pp | 72.0%+23.1pp |
| Annual return | 18.08% | 30.56%-12.5pp | 418.34%-400.3pp | 34.25%-16.2pp |
| Employer contribution / active EE | $8,611 | $4,093+110.4% | $4,933+74.6% | $3,034+183.8% |
| Participant deferral / active EE | $14,996 | $8,502+76.4% | $8,070+85.8% | $5,087+194.8% |
| Admin fee / account holder | $0 | $179-100.0% | $12,998-100.0% | $269-100.0% |