Filed November 6, 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 | $31,095 | $70,002-55.6% | $115,037-73.0% | $52,331-40.6% |
| Participation rate | 99.5% | 72.1%+27.4pp | 81.4%+18.2pp | 68.1%+31.4pp |
| Annual return | 7.18% | 4.04%+3.1pp | 26.14%-19.0pp | 4.54%+2.6pp |
| Employer contribution / active EE | $6,083 | $2,715+124.0% | $4,608+32.0% | $1,882+223.3% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |