Filed March 1, 2010
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 | $54,262 | $48,795+11.2% | $65,493-17.1% | $84,808-36.0% |
| Participation rate | 79.2% | 67.0%+12.2pp | 73.1%+6.1pp | 68.3%+10.9pp |
| Annual return | 15.94% | 20.20%-4.3pp | 982.45%-966.5pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,569 | $1,930+33.1% | $2,574-0.2% | $2,631-2.4% |
| Participant deferral / active EE | $5,000 | $2,928+70.7% | $3,961+26.2% | $4,212+18.7% |
| Admin fee / account holder | $0 | $3,877-100.0% | $5,028-100.0% | $7,344-100.0% |