Filed February 19, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,293 | $89,904-24.0% | $453,369-84.9% | $86,799-21.3% |
| Participation rate | 99.8% | 75.7%+24.1pp | 78.0%+21.8pp | 72.3%+27.5pp |
| Annual return | 44.77% | 19.72%+25.1pp | 64.40%-19.6pp | 97.91%-53.1pp |
| Employer contribution / active EE | $1,793 | $3,279-45.3% | $4,070-56.0% | $2,405-25.5% |
| Participant deferral / active EE | $0 | $5,114-100.0% | $6,209-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $11,209-100.0% | $170-100.0% |