Filed October 19, 2007
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 8-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,109 | $60,165+127.9% | $74,183+84.8% | $55,167+148.5% |
| Participation rate | 99.0% | 74.2%+24.9pp | 76.6%+22.4pp | 69.0%+30.0pp |
| Annual return | 5.74% | 10.00%-4.3pp | 17.74%-12.0pp | 169.23%-163.5pp |
| Employer contribution / active EE | $9,468 | $1,600+491.9% | $2,370+299.5% | $1,963+382.4% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $419-99.9% | $5,586-100.0% | $504-99.9% |