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 | $74,153 | $127,218-41.7% | $392,568-81.1% | $77,787-4.7% |
| Participation rate | 82.2% | 82.0%+0.2pp | 78.1%+4.2pp | 73.2%+9.0pp |
| Annual return | 18.80% | 25.27%-6.5pp | 24.42%-5.6pp | 32.57%-13.8pp |
| Employer contribution / active EE | $2,060 | $3,064-32.8% | $3,783-45.6% | $2,504-17.8% |
| Participant deferral / active EE | $4,538 | $4,820-5.8% | $5,985-24.2% | $3,967+14.4% |
| Admin fee / account holder | $0 | $89-100.0% | $6,260-100.0% | $100-100.0% |