Filed January 6, 2009
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 | $123,299 | $55,415+122.5% | $155,509-20.7% | $74,495+65.5% |
| Participation rate | 92.6% | 61.9%+30.7pp | 78.2%+14.4pp | 67.2%+25.4pp |
| Annual return | 12.15% | 268.50%-256.3pp | 64.67%-52.5pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $3,056 | $2,267+34.8% | $4,672-34.6% | $2,623+16.5% |
| Participant deferral / active EE | $6,635 | $2,836+133.9% | $5,626+17.9% | $4,346+52.7% |
| Admin fee / account holder | $25 | $1,738-98.6% | $15,912-99.8% | $1,942-98.7% |