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 | $29,256 | $60,545-51.7% | $92,233-68.3% | $69,631-58.0% |
| Participation rate | 98.6% | 72.2%+26.4pp | 76.5%+22.1pp | 70.7%+27.9pp |
| Annual return | 33.64% | 19.71%+13.9pp | 176.28%-142.6pp | 27571.02%-27537.4pp |
| Employer contribution / active EE | $1,714 | $2,633-34.9% | $3,679-53.4% | $2,032-15.7% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |