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 | $56,693 | $112,623-49.7% | $106,213-46.6% | $199,593-71.6% |
| Participation rate | 99.4% | 86.2%+13.2pp | 75.3%+24.1pp | 72.0%+27.4pp |
| Annual return | -10.50% | 15.57%-26.1pp | 116.14%-126.6pp | 34.25%-44.8pp |
| Employer contribution / active EE | $6,637 | $4,575+45.1% | $3,171+109.3% | $3,034+118.7% |
| Participant deferral / active EE | $0 | $6,659-100.0% | $5,016-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $11,033-100.0% | $269-100.0% |