Filed December 2, 2008 (most recent of 2 filings on file)
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 | $82,708 | $130,194-36.5% | $169,993-51.3% | $71,457+15.7% |
| Participation rate | 95.0% | 86.1%+8.9pp | 87.0%+8.0pp | 67.9%+27.1pp |
| Annual return | -5.50% | 20.37%-25.9pp | 53.37%-58.9pp | 28.85%-34.3pp |
| Employer contribution / active EE | $2,601 | $4,381-40.6% | $6,785-61.7% | $2,588+0.5% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $10,408-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $966-100.0% | $12,815-100.0% | $1,587-100.0% |