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.
Annual investment return 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 | $61,507 | $104,631-41.2% | $98,439-37.5% | $80,160-23.3% |
| Participation rate | 98.7% | 87.5%+11.1pp | 75.2%+23.5pp | 72.9%+25.7pp |
| Annual return | 1.57% | 34.72%-33.2pp | 21.16%-19.6pp | 40.38%-38.8pp |
| Employer contribution / active EE | $5,273 | $4,517+16.7% | $3,048+73.0% | $2,978+77.1% |
| Participant deferral / active EE | $0 | $6,545-100.0% | $4,738-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $105-99.7% | $8,948-100.0% | $145-99.8% |