Filed July 8, 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 | $172,868 | $48,795+254.3% | $65,493+163.9% | $84,808+103.8% |
| Participation rate | 97.5% | 67.0%+30.6pp | 73.1%+24.4pp | 68.3%+29.2pp |
| Annual return | 15.05% | 20.20%-5.1pp | 982.45%-967.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $5,345 | $1,930+177.0% | $2,574+107.6% | $2,631+103.1% |
| Participant deferral / active EE | $7,905 | $2,928+169.9% | $3,961+99.6% | $4,212+87.7% |
| Admin fee / account holder | $200 | $3,877-94.8% | $5,028-96.0% | $7,344-97.3% |