Filed January 18, 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,342 | $136,307-38.1% | $177,821-52.6% | $73,488+14.8% |
| Participation rate | 96.3% | 86.1%+10.2pp | 87.7%+8.6pp | 70.7%+25.7pp |
| Annual return | 13.88% | 18.68%-4.8pp | 48.32%-34.4pp | 28.51%-14.6pp |
| Employer contribution / active EE | $3,798 | $3,712+2.3% | $5,918-35.8% | $2,270+67.3% |
| Participant deferral / active EE | $4,685 | $5,829-19.6% | $7,714-39.3% | $3,740+25.3% |
| Admin fee / account holder | $0 | $596-100.0% | $12,427-100.0% | $513-100.0% |