Filed October 29, 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 | $17,520 | $62,928-72.2% | $172,739-89.9% | $67,579-74.1% |
| Participation rate | 72.7% | 64.5%+8.2pp | 82.6%-10.0pp | 71.3%+1.4pp |
| Annual return | 24.91% | 30.36%-5.5pp | 802.84%-777.9pp | 378.56%-353.6pp |
| Employer contribution / active EE | $3,182 | $1,636+94.5% | $5,143-38.1% | $2,148+48.1% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $2 | $167-99.0% | $13,954-100.0% | $142-98.9% |