Filed June 12, 2008
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 9-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 | $124,067 | $75,388+64.6% | $123,544+0.4% | $55,725+122.6% |
| Participation rate | 99.6% | 75.7%+24.0pp | 82.3%+17.3pp | 70.9%+28.8pp |
| Annual return | 7.35% | 4.48%+2.9pp | 119.20%-111.8pp | 244.93%-237.6pp |
| Employer contribution / active EE | $8,084 | $3,063+163.9% | $4,628+74.7% | $2,078+289.0% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |