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 | $215,176 | $136,209+58.0% | $82,313+161.4% | $80,976+165.7% |
| Participation rate | 94.8% | 88.0%+6.8pp | 76.9%+17.9pp | 68.3%+26.5pp |
| Annual return | 19.16% | 21.54%-2.4pp | 25.88%-6.7pp | 22.91%-3.8pp |
| Employer contribution / active EE | $3,449 | $3,633-5.1% | $2,428+42.0% | $2,402+43.6% |
| Participant deferral / active EE | $10,020 | $6,693+49.7% | $3,706+170.4% | $3,848+160.4% |
| Admin fee / account holder | $0 | $62-100.0% | $5,608-100.0% | $67-100.0% |