Filed November 11, 2008 (most recent of 2 filings on file)
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 | $73,270 | $82,130-10.8% | $453,369-83.8% | $79,386-7.7% |
| Participation rate | 76.6% | 73.4%+3.2pp | 78.0%-1.4pp | 70.7%+5.9pp |
| Annual return | 17.14% | 345.31%-328.2pp | 64.40%-47.3pp | 116.85%-99.7pp |
| Employer contribution / active EE | $806 | $2,659-69.7% | $4,070-80.2% | $2,427-66.8% |
| Participant deferral / active EE | $4,041 | $4,314-6.3% | $6,209-34.9% | $4,046-0.1% |
| Admin fee / account holder | $19 | $531-96.4% | $11,209-99.8% | $626-96.9% |