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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,262 | $47,479+14.3% | $62,929-13.8% | $82,448-34.2% |
| Participation rate | 79.2% | 66.9%+12.3pp | 73.1%+6.1pp | 68.1%+11.1pp |
| Annual return | 15.94% | 20.34%-4.4pp | 1063.93%-1048.0pp | 41.64%-25.7pp |
| Employer contribution / active EE | $2,569 | $1,885+36.3% | $2,505+2.6% | $2,551+0.7% |
| Participant deferral / active EE | $5,000 | $2,870+74.2% | $3,888+28.6% | $4,139+20.8% |
| Admin fee / account holder | $0 | $3,804-100.0% | $5,065-100.0% | $7,234-100.0% |