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 | $133,747 | $49,915+167.9% | $154,803-13.6% | $74,304+80.0% |
| Participation rate | 78.7% | 54.0%+24.7pp | 78.1%+0.6pp | 60.3%+18.3pp |
| Annual return | 15.67% | 34.06%-18.4pp | 58.88%-43.2pp | 29.43%-13.8pp |
| Employer contribution / active EE | $3,662 | $1,611+127.3% | $4,305-15.0% | $2,241+63.4% |
| Participant deferral / active EE | $5,856 | $2,255+159.7% | $5,540+5.7% | $3,767+55.4% |
| Admin fee / account holder | $3 | $2,189-99.9% | $14,329-100.0% | $2,969-99.9% |