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 | $370,102 | $72,254+412.2% | $86,677+327.0% | $64,808+471.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | 8.34% | 392.42%-384.1pp | 35.91%-27.6pp | 32.82%-24.5pp |
| Employer contribution / active EE | $11,260 | $2,393+370.5% | $2,836+297.0% | $2,506+349.3% |
| Participant deferral / active EE | $0 | $4,658-100.0% | $4,656-100.0% | $4,310-100.0% |
| Admin fee / account holder | $14 | $174-92.0% | $7,493-99.8% | $188-92.6% |