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.
Annual investment return 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 | $94,273 | $73,638+28.0% | $95,952-1.7% | $73,488+28.3% |
| Participation rate | 97.1% | 76.2%+20.9pp | 77.1%+20.0pp | 70.7%+26.4pp |
| Annual return | -13.70% | 16.78%-30.5pp | 91.61%-105.3pp | 28.51%-42.2pp |
| Employer contribution / active EE | $14,451 | $1,863+675.6% | $2,541+468.7% | $2,270+536.6% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $482-100.0% | $6,795-100.0% | $513-100.0% |