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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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 | $163,962 | $329,111-50.2% | $108,745+50.8% | $329,111-50.2% |
| Participation rate | 85.9% | 67.9%+18.1pp | 77.7%+8.3pp | 67.9%+18.1pp |
| Annual return | 8.00% | 16.35%-8.4pp | 46.22%-38.2pp | 16.35%-8.4pp |
| Employer contribution / active EE | $6,328 | $2,303+174.7% | $3,323+90.4% | $2,303+174.7% |
| Participant deferral / active EE | $9,124 | $3,682+147.8% | $5,121+78.2% | $3,682+147.8% |
| Admin fee / account holder | $0 | $754-100.0% | $6,144-100.0% | $754-100.0% |