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 | $150,470 | $69,651+116.0% | $105,218+43.0% | $69,651+116.0% |
| Participation rate | 84.7% | 66.6%+18.1pp | 77.2%+7.4pp | 66.6%+18.1pp |
| Annual return | -4.34% | 53.77%-58.1pp | 5.33%-9.7pp | 53.77%-58.1pp |
| Employer contribution / active EE | $6,302 | $2,241+181.3% | $3,255+93.6% | $2,241+181.3% |
| Participant deferral / active EE | $9,187 | $3,635+152.7% | $4,867+88.8% | $3,635+152.7% |
| Admin fee / account holder | $0 | $63-100.0% | $6,992-100.0% | $63-100.0% |