Filed April 4, 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.
Employer contribution per participant 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 | $213,801 | $42,396+404.3% | $67,313+217.6% | $56,287+279.8% |
| Participation rate | 100.0% | 61.0%+39.0pp | 69.1%+30.9pp | 69.9%+30.1pp |
| Annual return | 5.09% | -36.63%+41.7pp | -4.08%+9.2pp | -9.96%+15.0pp |
| Employer contribution / active EE | $98 | $1,414-93.1% | $2,566-96.2% | $2,111-95.3% |
| Participant deferral / active EE | $0 | $2,360-100.0% | $3,568-100.0% | $3,350-100.0% |
| Admin fee / account holder | $95 | $510-81.3% | $4,507-97.9% | $521-81.7% |