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.
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 | $261,620 | $75,388+247.0% | $123,544+111.8% | $55,725+369.5% |
| Participation rate | 99.1% | 75.7%+23.4pp | 82.3%+16.8pp | 70.9%+28.2pp |
| Annual return | 3.05% | 4.48%-1.4pp | 119.20%-116.1pp | 244.93%-241.9pp |
| Employer contribution / active EE | $14,828 | $3,063+384.1% | $4,628+220.4% | $2,078+613.5% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |