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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,214 | $136,266-53.6% | $90,749-30.3% | $77,904-18.9% |
| Participation rate | 98.9% | 86.6%+12.2pp | 75.7%+23.2pp | 73.7%+25.2pp |
| Annual return | 149.97% | -11.32%+161.3pp | -12.16%+162.1pp | 12.21%+137.8pp |
| Employer contribution / active EE | $911 | $4,215-78.4% | $2,921-68.8% | $2,848-68.0% |
| Participant deferral / active EE | $0 | $6,353-100.0% | $4,564-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $399-99.9% | $8,445-100.0% | $133-99.8% |