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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,692 | $82,202+9.1% | $125,339-28.4% | $64,808+38.4% |
| Participation rate | 89.1% | 77.9%+11.2pp | 82.4%+6.7pp | 71.5%+17.6pp |
| Annual return | -20.12% | 3.48%-23.6pp | 572.05%-592.2pp | 32.82%-52.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $15,104 | $7,175+110.5% | $7,446+102.8% | $4,310+250.4% |
| Admin fee / account holder | $0 | $163-100.0% | $10,010-100.0% | $188-100.0% |