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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,147 | $48,335+32.7% | $121,098-47.0% | $71,457-10.2% |
| Participation rate | 99.0% | 54.3%+44.8pp | 69.5%+29.5pp | 67.9%+31.1pp |
| Annual return | 13.36% | 23.32%-10.0pp | 985.75%-972.4pp | 28.85%-15.5pp |
| Employer contribution / active EE | $2,579 | $1,489+73.2% | $4,164-38.1% | $2,588-0.3% |
| Participant deferral / active EE | $4,047 | $2,754+47.0% | $4,080-0.8% | $4,289-5.6% |
| Admin fee / account holder | $8 | $1,841-99.5% | $5,644-99.9% | $1,587-99.5% |