Filed July 10, 2007
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 7-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 | $203,975 | $50,498+303.9% | $75,781+169.2% | $55,191+269.6% |
| Participation rate | 99.6% | 69.4%+30.2pp | 75.8%+23.8pp | 69.2%+30.5pp |
| Annual return | 34.18% | 1.80%+32.4pp | 9.68%+24.5pp | 10.78%+23.4pp |
| Employer contribution / active EE | $7,130 | $2,291+211.2% | $3,323+114.5% | $1,899+275.5% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,651-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $5,299-100.0% | $91-100.0% |