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 | $135,381 | $130,194+4.0% | $169,993-20.4% | $71,457+89.5% |
| Participation rate | 86.8% | 86.1%+0.6pp | 87.0%-0.2pp | 67.9%+18.9pp |
| Annual return | 18.77% | 20.37%-1.6pp | 53.37%-34.6pp | 28.85%-10.1pp |
| Employer contribution / active EE | $3,212 | $4,381-26.7% | $6,785-52.7% | $2,588+24.1% |
| Participant deferral / active EE | $7,159 | $6,923+3.4% | $10,408-31.2% | $4,289+66.9% |
| Admin fee / account holder | $4 | $966-99.6% | $12,815-100.0% | $1,587-99.7% |