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 | $57,614 | $45,602+26.3% | $117,472-51.0% | $66,914-13.9% |
| Participation rate | 95.4% | 57.6%+37.7pp | 70.6%+24.8pp | 69.8%+25.6pp |
| Annual return | -11.46% | -16.74%+5.3pp | 29.74%-41.2pp | 1.58%-13.0pp |
| Employer contribution / active EE | $2,180 | $1,579+38.1% | $4,176-47.8% | $2,544-14.3% |
| Participant deferral / active EE | $3,698 | $2,845+30.0% | $4,070-9.1% | $4,237-12.7% |
| Admin fee / account holder | $2 | $661-99.7% | $5,645-100.0% | $593-99.7% |