Filed May 14, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,137 | $74,706+15.3% | $75,696+13.8% | $79,386+8.5% |
| Participation rate | 92.7% | 75.3%+17.3pp | 74.8%+17.8pp | 70.7%+22.0pp |
| Annual return | 12.70% | 18.52%-5.8pp | 104.53%-91.8pp | 116.85%-104.1pp |
| Employer contribution / active EE | $3,134 | $2,590+21.0% | $2,743+14.3% | $2,427+29.1% |
| Participant deferral / active EE | $5,866 | $3,533+66.0% | $3,821+53.5% | $4,046+45.0% |
| Admin fee / account holder | $91 | $374-75.8% | $3,619-97.5% | $626-85.5% |