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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $355,629 | $107,459+230.9% | $135,903+161.7% | $80,160+343.7% |
| Participation rate | 96.1% | 78.0%+18.0pp | 81.9%+14.1pp | 72.9%+23.1pp |
| Annual return | 25.32% | 91.91%-66.6pp | 68.23%-42.9pp | 40.38%-15.1pp |
| Employer contribution / active EE | $7,188 | $3,877+85.4% | $4,856+48.0% | $2,978+141.4% |
| Participant deferral / active EE | $14,836 | $8,195+81.0% | $7,758+91.2% | $5,017+195.7% |
| Admin fee / account holder | $0 | $127-100.0% | $10,762-100.0% | $145-100.0% |