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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,662 | $54,350+76.0% | $82,719+15.6% | $68,494+39.7% |
| Participation rate | 91.7% | 63.9%+27.7pp | 72.6%+19.1pp | 67.9%+23.8pp |
| Annual return | -11.94% | -13.67%+1.7pp | 701.18%-713.1pp | -7.84%-4.1pp |
| Employer contribution / active EE | $5,198 | $2,218+134.3% | $3,009+72.7% | $2,596+100.2% |
| Participant deferral / active EE | $7,209 | $3,246+122.1% | $4,395+64.0% | $4,027+79.0% |
| Admin fee / account holder | $49 | $4,395-98.9% | $5,329-99.1% | $5,403-99.1% |