Filed January 14, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,865 | $89,355-24.0% | $141,162-51.9% | $72,985-7.0% |
| Participation rate | 87.5% | 75.1%+12.4pp | 82.5%+5.0pp | 69.5%+18.0pp |
| Annual return | 21.52% | 111.85%-90.3pp | 71.39%-49.9pp | 81.00%-59.5pp |
| Employer contribution / active EE | $1,221 | $3,114-60.8% | $4,735-74.2% | $2,440-49.9% |
| Participant deferral / active EE | $4,660 | $5,418-14.0% | $6,709-30.5% | $3,607+29.2% |
| Admin fee / account holder | $12 | $5,958-99.8% | $10,261-99.9% | $5,124-99.8% |