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 | $190,363 | $89,394+112.9% | $115,756+64.5% | $89,394+112.9% |
| Participation rate | 96.7% | 71.3%+25.4pp | 77.1%+19.6pp | 71.3%+25.4pp |
| Annual return | -15.83% | -11.89%-3.9pp | 143.14%-159.0pp | -11.89%-3.9pp |
| Employer contribution / active EE | $6,621 | $3,022+119.1% | $3,793+74.6% | $3,022+119.1% |
| Participant deferral / active EE | $11,624 | $5,123+126.9% | $6,254+85.9% | $5,123+126.9% |
| Admin fee / account holder | $0 | $79-100.0% | $8,124-100.0% | $79-100.0% |