Filed November 14, 2008 (most recent of 2 filings on file)
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 | $273,712 | $63,905+328.3% | $74,183+269.0% | $57,658+374.7% |
| Participation rate | 99.6% | 79.8%+19.8pp | 76.6%+23.0pp | 70.2%+29.3pp |
| Annual return | 14.57% | 60.60%-46.0pp | 17.74%-3.2pp | 5.13%+9.4pp |
| Employer contribution / active EE | $7,032 | $1,840+282.1% | $2,370+196.7% | $1,974+256.3% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $7 | $91-92.1% | $5,586-99.9% | $95-92.4% |