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 | $192,764 | $127,796+50.8% | $76,768+151.1% | $73,367+162.7% |
| Participation rate | 96.4% | 88.2%+8.3pp | 77.0%+19.5pp | 69.5%+27.0pp |
| Annual return | -3.72% | -2.31%-1.4pp | 2.43%-6.1pp | 173.45%-177.2pp |
| Employer contribution / active EE | $3,713 | $3,931-5.5% | $2,485+49.4% | $2,499+48.6% |
| Participant deferral / active EE | $11,224 | $6,924+62.1% | $3,852+191.4% | $4,033+178.3% |
| Admin fee / account holder | $0 | $66-100.0% | $6,675-100.0% | $68-100.0% |