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 | $23,583 | $57,921-59.3% | $84,750-72.2% | $57,658-59.1% |
| Participation rate | 98.2% | 72.9%+25.3pp | 76.6%+21.6pp | 70.2%+28.0pp |
| Annual return | 28.24% | 10.24%+18.0pp | 22.78%+5.5pp | 5.13%+23.1pp |
| Employer contribution / active EE | $1,851 | $2,598-28.7% | $3,574-48.2% | $1,974-6.2% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $5,332-100.0% | $95-100.0% |