Filed April 12, 2007
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 | $145,665 | $130,194+11.9% | $169,993-14.3% | $71,457+103.8% |
| Participation rate | 99.2% | 86.1%+13.0pp | 87.0%+12.2pp | 67.9%+31.3pp |
| Annual return | -18.62% | 20.37%-39.0pp | 53.37%-72.0pp | 28.85%-47.5pp |
| Employer contribution / active EE | $9,507 | $4,381+117.0% | $6,785+40.1% | $2,588+267.4% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $10,408-100.0% | $4,289-100.0% |
| Admin fee / account holder | $8 | $966-99.2% | $12,815-99.9% | $1,587-99.5% |