Filed November 16, 2009
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 10-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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,649 | $60,124+74.1% | $90,404+15.8% | $79,858+31.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 14.33% | 71.94%-57.6pp | 1293.02%-1278.7pp | 31.71%-17.4pp |
| Employer contribution / active EE | $5,798 | $2,068+180.4% | $3,262+77.7% | $2,471+134.7% |
| Participant deferral / active EE | $6,326 | $2,938+115.3% | $3,963+59.6% | $3,740+69.1% |
| Admin fee / account holder | $48 | $3,976-98.8% | $5,611-99.1% | $5,306-99.1% |