Filed January 9, 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 10-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 | $208,482 | $60,165+246.5% | $74,183+181.0% | $55,167+277.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 5.67% | 10.00%-4.3pp | 17.74%-12.1pp | 169.23%-163.6pp |
| Employer contribution / active EE | $2,236 | $1,600+39.7% | $2,370-5.7% | $1,963+13.9% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $50 | $419-88.0% | $5,586-99.1% | $504-90.0% |