Filed April 23, 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 8-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.
Employer 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,416 | $85,135-85.4% | $98,907-87.4% | $73,409-83.1% |
| Participation rate | 97.3% | 81.1%+16.2pp | 76.0%+21.3pp | 72.2%+25.1pp |
| Annual return | 64.38% | 19.14%+45.2pp | 196.43%-132.1pp | 59.29%+5.1pp |
| Employer contribution / active EE | $435 | $2,721-84.0% | $2,689-83.8% | $2,234-80.5% |
| Participant deferral / active EE | $0 | $4,349-100.0% | $4,244-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $139-99.8% | $6,642-100.0% | $158-99.8% |