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 | $73,632 | $60,989+20.7% | $60,874+21.0% | $66,914+10.0% |
| Participation rate | 89.2% | 74.5%+14.8pp | 73.1%+16.1pp | 69.8%+19.4pp |
| Annual return | -13.93% | -9.60%-4.3pp | 16.90%-30.8pp | 1.58%-15.5pp |
| Employer contribution / active EE | $6,515 | $2,661+144.9% | $2,701+141.2% | $2,544+156.1% |
| Participant deferral / active EE | $6,145 | $3,615+70.0% | $3,817+61.0% | $4,237+45.0% |
| Admin fee / account holder | $84 | $338-75.1% | $3,224-97.4% | $593-85.8% |