Filed April 9, 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.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,209 | $69,362+50.2% | $101,248+2.9% | $73,488+41.8% |
| Participation rate | 94.4% | 68.4%+26.1pp | 75.8%+18.6pp | 70.7%+23.8pp |
| Annual return | 19.61% | 18.46%+1.2pp | 46.47%-26.9pp | 28.51%-8.9pp |
| Employer contribution / active EE | $9,921 | $2,628+277.5% | $3,660+171.1% | $2,270+337.0% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,945-100.0% | $513-100.0% |