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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,359 | $63,156+5.1% | $122,332-45.8% | $62,292+6.5% |
| Participation rate | 94.2% | 60.0%+34.2pp | 71.6%+22.6pp | 69.5%+24.7pp |
| Annual return | 14.22% | 20.61%-6.4pp | 30.27%-16.1pp | 28.90%-14.7pp |
| Employer contribution / active EE | $4,450 | $1,385+221.4% | $4,050+9.9% | $2,042+117.9% |
| Participant deferral / active EE | $0 | $2,321-100.0% | $3,287-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $440-100.0% | $5,478-100.0% | $479-100.0% |