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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,766 | $155,795+69.9% | $136,294+94.3% | $69,631+280.2% |
| Participation rate | 98.7% | 75.2%+23.5pp | 81.9%+16.8pp | 70.7%+28.0pp |
| Annual return | 8.79% | 232464.33%-232455.5pp | 5155.94%-5147.1pp | 27571.02%-27562.2pp |
| Employer contribution / active EE | $11,401 | $2,991+281.2% | $4,695+142.8% | $2,032+461.0% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $9,243-100.0% | $110-100.0% |