Filed July 8, 2010 (most recent of 4 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,450 | $106,382+116.6% | $136,007+69.4% | $106,382+116.6% |
| Participation rate | 97.2% | 69.9%+27.3pp | 76.5%+20.7pp | 69.9%+27.3pp |
| Annual return | 12.14% | 17.37%-5.2pp | 579.32%-567.2pp | 17.37%-5.2pp |
| Employer contribution / active EE | $7,027 | $3,364+108.9% | $4,217+66.6% | $3,364+108.9% |
| Participant deferral / active EE | $12,718 | $5,569+128.4% | $7,025+81.0% | $5,569+128.4% |
| Admin fee / account holder | $0 | $79-100.0% | $6,858-100.0% | $79-100.0% |