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.
Employer contribution per participant 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 | $323,190 | $65,118+396.3% | $76,768+321.0% | $55,725+480.0% |
| Participation rate | 99.8% | 79.6%+20.2pp | 77.0%+22.8pp | 70.9%+28.9pp |
| Annual return | 12.70% | -1.27%+14.0pp | 2.43%+10.3pp | 244.93%-232.2pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $2,485-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $7,077 | $3,688+91.9% | $3,852+83.7% | $3,356+110.9% |
| Admin fee / account holder | $11 | $116-90.8% | $6,675-99.8% | $115-90.7% |