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.
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 | $190,118 | $80,976+134.8% | $115,752+64.2% | $80,976+134.8% |
| Participation rate | 85.4% | 68.3%+17.1pp | 77.8%+7.6pp | 68.3%+17.1pp |
| Annual return | 13.54% | 22.91%-9.4pp | 19.41%-5.9pp | 22.91%-9.4pp |
| Employer contribution / active EE | $6,537 | $2,402+172.1% | $3,492+87.2% | $2,402+172.1% |
| Participant deferral / active EE | $9,691 | $3,848+151.8% | $5,204+86.2% | $3,848+151.8% |
| Admin fee / account holder | $0 | $67-100.0% | $6,278-100.0% | $67-100.0% |