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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,316 | $88,581+121.6% | $74,183+164.6% | $65,292+200.7% |
| Participation rate | 94.9% | 86.2%+8.7pp | 76.6%+18.3pp | 72.4%+22.5pp |
| Annual return | 10.74% | 11.72%-1.0pp | 17.74%-7.0pp | 11.84%-1.1pp |
| Employer contribution / active EE | $3,583 | $3,021+18.6% | $2,370+51.2% | $2,302+55.7% |
| Participant deferral / active EE | $9,823 | $4,898+100.5% | $3,550+176.7% | $3,579+174.5% |
| Admin fee / account holder | $0 | $60-100.0% | $5,586-100.0% | $57-100.0% |