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 | $146,899 | $122,239+20.2% | $184,203-20.3% | $74,495+97.2% |
| Participation rate | 88.5% | 85.5%+3.0pp | 86.8%+1.6pp | 67.2%+21.3pp |
| Annual return | 15.11% | 19.95%-4.8pp | 28.81%-13.7pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $3,122 | $4,537-31.2% | $6,427-51.4% | $2,623+19.0% |
| Participant deferral / active EE | $7,651 | $7,139+7.2% | $9,131-16.2% | $4,346+76.0% |
| Admin fee / account holder | $4 | $1,260-99.7% | $13,901-100.0% | $1,942-99.8% |