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 | $30,320 | $102,514-70.4% | $97,995-69.1% | $62,292-51.3% |
| Participation rate | 80.3% | 79.5%+0.8pp | 82.4%-2.1pp | 69.5%+10.7pp |
| Annual return | 14.98% | 32.43%-17.5pp | 23.94%-9.0pp | 28.90%-13.9pp |
| Employer contribution / active EE | $1,656 | $3,689-55.1% | $4,158-60.2% | $2,042-18.9% |
| Participant deferral / active EE | $1,921 | $5,308-63.8% | $5,097-62.3% | $3,169-39.4% |
| Admin fee / account holder | $150 | $378-60.3% | $5,943-97.5% | $479-68.6% |