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 | $273,862 | $88,122+210.8% | $141,162+94.0% | $67,579+305.2% |
| Participation rate | 98.1% | 76.5%+21.6pp | 82.5%+15.6pp | 71.3%+26.8pp |
| Annual return | 0.09% | 75.40%-75.3pp | 71.39%-71.3pp | 378.56%-378.5pp |
| Employer contribution / active EE | $16,885 | $3,224+423.7% | $4,735+256.6% | $2,148+686.2% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,709-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $131-100.0% | $10,261-100.0% | $142-100.0% |