Filed June 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 7-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 | $19,154 | $50,498-62.1% | $75,781-74.7% | $55,191-65.3% |
| Participation rate | 98.4% | 69.4%+29.0pp | 75.8%+22.6pp | 69.2%+29.2pp |
| Annual return | 93.21% | 1.80%+91.4pp | 9.68%+83.5pp | 10.78%+82.4pp |
| Employer contribution / active EE | $697 | $2,291-69.6% | $3,323-79.0% | $1,899-63.3% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,651-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $5,299-100.0% | $91-100.0% |