Filed January 19, 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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,708 | $38,969+48.1% | $109,313-47.2% | $55,167+4.6% |
| Participation rate | 93.6% | 58.2%+35.3pp | 71.3%+22.3pp | 69.0%+24.6pp |
| Annual return | -2.56% | 8.26%-10.8pp | 22.07%-24.6pp | 169.23%-171.8pp |
| Employer contribution / active EE | $4,173 | $1,227+240.2% | $3,892+7.2% | $1,963+112.6% |
| Participant deferral / active EE | $0 | $2,176-100.0% | $3,166-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $501-100.0% | $5,666-100.0% | $504-100.0% |