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 | $133,142 | $123,793+7.6% | $177,821-25.1% | $79,858+66.7% |
| Participation rate | 90.6% | 84.7%+6.0pp | 87.7%+2.9pp | 69.6%+21.0pp |
| Annual return | 15.69% | 22.82%-7.1pp | 48.32%-32.6pp | 31.71%-16.0pp |
| Employer contribution / active EE | $3,076 | $4,095-24.9% | $5,918-48.0% | $2,471+24.5% |
| Participant deferral / active EE | $6,257 | $5,956+5.0% | $7,714-18.9% | $3,740+67.3% |
| Admin fee / account holder | $6 | $7,243-99.9% | $12,427-100.0% | $5,306-99.9% |