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 | $91,194 | $221,442-58.8% | $92,233-1.1% | $77,958+17.0% |
| Participation rate | 84.1% | 79.6%+4.5pp | 76.5%+7.7pp | 71.6%+12.5pp |
| Annual return | 11.53% | 15.65%-4.1pp | 176.28%-164.8pp | 20.87%-9.3pp |
| Employer contribution / active EE | $3,537 | $3,226+9.6% | $3,679-3.9% | $2,310+53.1% |
| Participant deferral / active EE | $5,994 | $2,779+115.7% | $3,897+53.8% | $3,537+69.5% |
| Admin fee / account holder | $0 | $210-100.0% | $5,194-100.0% | $97-100.0% |