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.
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,867 | $73,367+126.1% | $106,387+55.9% | $73,367+126.1% |
| Participation rate | 80.9% | 69.5%+11.4pp | 77.5%+3.4pp | 69.5%+11.4pp |
| Annual return | -36.15% | 173.45%-209.6pp | 0.25%-36.4pp | 173.45%-209.6pp |
| Employer contribution / active EE | $6,196 | $2,499+147.9% | $3,520+76.0% | $2,499+147.9% |
| Participant deferral / active EE | $9,737 | $4,033+141.5% | $5,421+79.6% | $4,033+141.5% |
| Admin fee / account holder | $0 | $68-100.0% | $7,510-100.0% | $68-100.0% |