Filed January 1, 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 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,829 | $91,051-73.8% | $88,497-73.1% | $55,167-56.8% |
| Participation rate | 78.7% | 79.5%-0.9pp | 82.4%-3.7pp | 69.0%+9.7pp |
| Annual return | 6.67% | 9.63%-3.0pp | 7.63%-1.0pp | 169.23%-162.6pp |
| Employer contribution / active EE | $1,388 | $3,430-59.5% | $4,036-65.6% | $1,963-29.3% |
| Participant deferral / active EE | $1,594 | $4,954-67.8% | $4,899-67.5% | $3,054-47.8% |
| Admin fee / account holder | $107 | $539-80.2% | $6,220-98.3% | $504-78.8% |