Filed February 29, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,618 | $53,018-36.6% | $70,014-52.0% | $62,891-46.5% |
| Participation rate | 94.3% | 67.2%+27.1pp | 71.8%+22.5pp | 69.3%+25.0pp |
| Annual return | -11.84% | 13.35%-25.2pp | 12.99%-24.8pp | 20.14%-32.0pp |
| Employer contribution / active EE | $3,049 | $1,799+69.5% | $2,338+30.4% | $2,281+33.7% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,690-100.0% | $4,380-100.0% | $4,296-100.0% |