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 | $80,984 | $84,487-4.1% | $125,339-35.4% | $66,914+21.0% |
| Participation rate | 99.1% | 76.4%+22.7pp | 82.4%+16.8pp | 69.8%+29.3pp |
| Annual return | 6.71% | -8.39%+15.1pp | 572.05%-565.3pp | 1.58%+5.1pp |
| Employer contribution / active EE | $5,789 | $3,553+62.9% | $4,814+20.3% | $2,544+127.5% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |