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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,543 | $89,569+117.2% | $392,568-50.4% | $89,569+117.2% |
| Participation rate | 83.5% | 69.6%+13.9pp | 78.1%+5.5pp | 69.6%+13.9pp |
| Annual return | 19.73% | 34.56%-14.8pp | 24.42%-4.7pp | 34.56%-14.8pp |
| Employer contribution / active EE | $5,974 | $2,584+131.2% | $3,783+57.9% | $2,584+131.2% |
| Participant deferral / active EE | $8,404 | $4,220+99.1% | $5,985+40.4% | $4,220+99.1% |
| Admin fee / account holder | $0 | $72-100.0% | $6,260-100.0% | $72-100.0% |