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 | $184,817 | $102,204+80.8% | $145,661+26.9% | $85,563+116.0% |
| Participation rate | 99.9% | 70.6%+29.3pp | 77.2%+22.6pp | 66.0%+33.9pp |
| Annual return | 21.63% | 16.68%+4.9pp | 101.46%-79.8pp | 31.51%-9.9pp |
| Employer contribution / active EE | $10,805 | $3,600+200.1% | $4,238+155.0% | $2,654+307.2% |
| Participant deferral / active EE | $0 | $5,729-100.0% | $7,198-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $647-100.0% | $12,466-100.0% | $834-100.0% |