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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,281 | $54,392+42.1% | $84,750-8.8% | $63,975+20.8% |
| Participation rate | 85.9% | 76.9%+9.0pp | 76.6%+9.3pp | 71.1%+14.8pp |
| Annual return | 5.23% | 611.38%-606.1pp | 22.78%-17.6pp | 48.65%-43.4pp |
| Employer contribution / active EE | $3,340 | $2,943+13.5% | $3,574-6.5% | $2,182+53.1% |
| Participant deferral / active EE | $4,957 | $2,593+91.2% | $3,712+33.6% | $3,356+47.7% |
| Admin fee / account holder | $0 | $136-100.0% | $5,332-100.0% | $70-100.0% |