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 | $150,431 | $121,341+24.0% | $189,513-20.6% | $79,386+89.5% |
| Participation rate | 82.7% | 86.1%-3.4pp | 87.8%-5.1pp | 70.7%+12.0pp |
| Annual return | 15.46% | 21.08%-5.6pp | 555.15%-539.7pp | 116.85%-101.4pp |
| Employer contribution / active EE | $2,807 | $3,915-28.3% | $6,162-54.4% | $2,427+15.6% |
| Participant deferral / active EE | $6,068 | $6,395-5.1% | $8,221-26.2% | $4,046+50.0% |
| Admin fee / account holder | $2 | $651-99.6% | $12,045-100.0% | $626-99.6% |