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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,868 | $60,396+12.4% | $83,848-19.1% | $75,289-9.9% |
| Participation rate | 82.0% | 80.7%+1.3pp | 76.1%+5.9pp | 72.4%+9.6pp |
| Annual return | -14.11% | 3.84%-18.0pp | 850.88%-865.0pp | -0.04%-14.1pp |
| Employer contribution / active EE | $2,222 | $3,343-33.5% | $3,631-38.8% | $2,405-7.6% |
| Participant deferral / active EE | $4,303 | $2,922+47.2% | $4,082+5.4% | $3,739+15.1% |
| Admin fee / account holder | $0 | $141-100.0% | $5,478-100.0% | $102-100.0% |