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.
Participant contribution per participant 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 | $108,715 | $95,274+14.1% | $135,903-20.0% | $74,419+46.1% |
| Participation rate | 88.1% | 78.2%+9.9pp | 81.9%+6.2pp | 70.7%+17.4pp |
| Annual return | 19.79% | 32.77%-13.0pp | 68.23%-48.4pp | 34.38%-14.6pp |
| Employer contribution / active EE | $16,321 | $3,874+321.3% | $4,856+236.1% | $2,637+518.8% |
| Participant deferral / active EE | $1,401 | $7,782-82.0% | $7,758-81.9% | $4,528-69.1% |
| Admin fee / account holder | $0 | $266-100.0% | $10,762-100.0% | $348-100.0% |