Filed July 21, 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 | $182,101 | $82,422+120.9% | $67,652+169.2% | $67,505+169.8% |
| Participation rate | 98.1% | 84.2%+13.9pp | 75.7%+22.5pp | 71.2%+26.9pp |
| Annual return | -2.66% | 12.72%-15.4pp | 6625.04%-6627.7pp | 6.52%-9.2pp |
| Employer contribution / active EE | $3,813 | $2,879+32.5% | $2,266+68.3% | $2,173+75.5% |
| Participant deferral / active EE | $10,358 | $5,020+106.3% | $3,560+191.0% | $3,597+188.0% |
| Admin fee / account holder | $0 | $53-100.0% | $4,821-100.0% | $56-100.0% |