Filed September 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 9-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.
Participant 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 | $19,812 | $65,061-69.5% | $143,757-86.2% | $66,914-70.4% |
| Participation rate | 97.7% | 65.2%+32.6pp | 80.3%+17.4pp | 69.8%+27.9pp |
| Annual return | -11.48% | -11.14%-0.3pp | -0.04%-11.4pp | 1.58%-13.1pp |
| Employer contribution / active EE | $4,234 | $2,361+79.3% | $4,951-14.5% | $2,544+66.4% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $4 | $502-99.2% | $14,673-100.0% | $593-99.3% |