Filed February 9, 2010 (most recent of 2 filings on file)
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 | $93,319 | $94,529-1.3% | $140,016-33.4% | $64,186+45.4% |
| Participation rate | 94.9% | 84.1%+10.8pp | 87.5%+7.4pp | 69.6%+25.3pp |
| Annual return | -4.01% | 7.77%-11.8pp | 651.12%-655.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $2,860 | $3,812-25.0% | $5,606-49.0% | $2,381+20.1% |
| Participant deferral / active EE | $5,869 | $5,250+11.8% | $6,927-15.3% | $3,470+69.2% |
| Admin fee / account holder | $0 | $6,741-100.0% | $10,705-100.0% | $4,888-100.0% |