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 | $32,694 | $56,443-42.1% | $83,848-61.0% | $55,725-41.3% |
| Participation rate | 99.4% | 72.0%+27.3pp | 76.1%+23.2pp | 70.9%+28.5pp |
| Annual return | 19.99% | 393.67%-373.7pp | 850.88%-830.9pp | 244.93%-224.9pp |
| Employer contribution / active EE | $2,154 | $2,682-19.7% | $3,631-40.7% | $2,078+3.6% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,478-100.0% | $115-100.0% |