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 7-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 | $71,755 | $55,516+29.3% | $75,781-5.3% | $59,188+21.2% |
| Participation rate | 85.4% | 73.6%+11.8pp | 75.8%+9.6pp | 69.4%+16.0pp |
| Annual return | 1.15% | -1.89%+3.0pp | 9.68%-8.5pp | 5.51%-4.4pp |
| Employer contribution / active EE | $3,601 | $2,604+38.3% | $3,323+8.4% | $2,098+71.6% |
| Participant deferral / active EE | $7,705 | $2,599+196.5% | $3,651+111.0% | $3,265+136.0% |
| Admin fee / account holder | $0 | $110-100.0% | $5,299-100.0% | $92-100.0% |