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 | $114,117 | $98,982+15.3% | $162,163-29.6% | $65,185+75.1% |
| Participation rate | 87.0% | 85.8%+1.2pp | 87.6%-0.6pp | 70.2%+16.8pp |
| Annual return | 24.24% | 24.84%-0.6pp | 115.59%-91.4pp | 29.38%-5.1pp |
| Employer contribution / active EE | $2,889 | $3,467-16.7% | $5,614-48.5% | $2,177+32.7% |
| Participant deferral / active EE | $5,572 | $5,384+3.5% | $7,298-23.6% | $3,514+58.6% |
| Admin fee / account holder | $6 | $596-99.0% | $10,843-99.9% | $847-99.3% |