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 | $29,080 | $114,195-74.5% | $106,548-72.7% | $93,030-68.7% |
| Participation rate | 97.2% | 86.4%+10.8pp | 76.1%+21.1pp | 73.9%+23.3pp |
| Annual return | 158.22% | 22.18%+136.0pp | 26.80%+131.4pp | 158.70%-0.5pp |
| Employer contribution / active EE | $748 | $4,009-81.3% | $2,819-73.5% | $2,706-72.4% |
| Participant deferral / active EE | $0 | $5,908-100.0% | $4,398-100.0% | $4,562-100.0% |
| Admin fee / account holder | $0 | $105-100.0% | $7,407-100.0% | $152-100.0% |