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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,636 | $88,324+145.3% | $115,037+88.3% | $55,191+292.5% |
| Participation rate | 98.7% | 72.5%+26.2pp | 81.4%+17.4pp | 69.2%+29.6pp |
| Annual return | 11.70% | 6.30%+5.4pp | 26.14%-14.4pp | 10.78%+0.9pp |
| Employer contribution / active EE | $10,498 | $2,805+274.3% | $4,608+127.8% | $1,899+452.9% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $105-100.0% | $8,175-100.0% | $91-100.0% |