Filed April 29, 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 | $36,731 | $50,127-26.7% | $149,673-75.5% | $80,160-54.2% |
| Participation rate | 94.9% | 64.3%+30.6pp | 78.8%+16.1pp | 72.9%+22.0pp |
| Annual return | 14.69% | 29.82%-15.1pp | 134.42%-119.7pp | 40.38%-25.7pp |
| Employer contribution / active EE | $1,260 | $1,865-32.4% | $4,818-73.8% | $2,978-57.7% |
| Participant deferral / active EE | $2,890 | $3,194-9.5% | $5,680-49.1% | $5,017-42.4% |
| Admin fee / account holder | $72 | $153-52.5% | $13,210-99.5% | $145-50.0% |