Filed November 11, 2009 (most recent of 3 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 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 | $72,870 | $156,468-53.4% | $142,863-49.0% | - |
| Participation rate | 93.9% | 65.7%+28.2pp | 71.9%+22.0pp | - |
| Annual return | 41.12% | 18.87%+22.2pp | 5637.54%-5596.4pp | - |
| Employer contribution / active EE | $2,509 | $2,181+15.0% | $4,144-39.5% | - |
| Participant deferral / active EE | $4,213 | $2,526+66.8% | $3,837+9.8% | - |
| Admin fee / account holder | $0 | $105,521-100.0% | $6,560-100.0% | - |