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 | $163,733 | $148,978+9.9% | $200,582-18.4% | $84,808+93.1% |
| Participation rate | 85.6% | 84.2%+1.3pp | 86.9%-1.3pp | 68.3%+17.2pp |
| Annual return | 13.64% | 28.16%-14.5pp | 42.33%-28.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $3,602 | $4,815-25.2% | $6,419-43.9% | $2,631+36.9% |
| Participant deferral / active EE | $10,018 | $7,142+40.3% | $9,331+7.4% | $4,212+137.9% |
| Admin fee / account holder | $3 | $13,977-100.0% | $16,305-100.0% | $7,344-100.0% |