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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,993 | $65,435+88.0% | $86,677+41.9% | $66,914+83.8% |
| Participation rate | 81.6% | 75.5%+6.1pp | 76.6%+5.0pp | 69.8%+11.8pp |
| Annual return | 8.02% | -10.89%+18.9pp | 35.91%-27.9pp | 1.58%+6.4pp |
| Employer contribution / active EE | $18,042 | $2,153+737.9% | $2,836+536.1% | $2,544+609.1% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $12 | $642-98.2% | $7,493-99.8% | $593-98.0% |