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 | $150,244 | $48,277+211.2% | $67,511+122.5% | $80,874+85.8% |
| Participation rate | 98.7% | 66.4%+32.3pp | 72.9%+25.8pp | 67.6%+31.1pp |
| Annual return | 11.46% | 18.27%-6.8pp | 3517.41%-3505.9pp | 35.62%-24.2pp |
| Employer contribution / active EE | $5,358 | $2,021+165.1% | $2,733+96.1% | $2,756+94.4% |
| Participant deferral / active EE | $7,555 | $2,926+158.2% | $4,000+88.9% | $4,297+75.8% |
| Admin fee / account holder | $200 | $3,687-94.6% | $3,999-95.0% | $6,935-97.1% |