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 | $69,244 | $52,406+32.1% | $129,207-46.4% | $74,495-7.0% |
| Participation rate | 98.1% | 53.8%+44.3pp | 69.6%+28.5pp | 67.2%+30.9pp |
| Annual return | 11.12% | 15.66%-4.5pp | 9417.33%-9406.2pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $2,665 | $1,531+74.1% | $4,153-35.8% | $2,623+1.6% |
| Participant deferral / active EE | $4,337 | $2,794+55.2% | $4,168+4.1% | $4,346-0.2% |
| Admin fee / account holder | $138 | $2,633-94.8% | $7,715-98.2% | $1,942-92.9% |