Filed April 2, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,589 | $46,292-70.6% | $143,757-90.5% | $64,808-79.0% |
| Participation rate | 97.3% | 64.2%+33.1pp | 80.3%+17.0pp | 71.5%+25.8pp |
| Annual return | -11.73% | -10.05%-1.7pp | -0.04%-11.7pp | 32.82%-44.5pp |
| Employer contribution / active EE | $1,434 | $1,910-24.9% | $4,951-71.0% | $2,506-42.8% |
| Participant deferral / active EE | $825 | $2,646-68.8% | $5,637-85.4% | $4,310-80.9% |
| Admin fee / account holder | $2 | $154-98.8% | $14,673-100.0% | $188-99.0% |