Filed November 22, 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 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,076 | $89,355-24.9% | $141,162-52.5% | $72,985-8.1% |
| Participation rate | 97.9% | 75.1%+22.8pp | 82.5%+15.5pp | 69.5%+28.5pp |
| Annual return | 55.67% | 111.85%-56.2pp | 71.39%-15.7pp | 81.00%-25.3pp |
| Employer contribution / active EE | $10,143 | $3,114+225.7% | $4,735+114.2% | $2,440+315.7% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $0 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |