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 | $241,778 | $164,350+47.1% | $95,952+152.0% | $106,222+127.6% |
| Participation rate | 95.9% | 90.5%+5.4pp | 77.1%+18.8pp | 70.8%+25.1pp |
| Annual return | 13.50% | 14.56%-1.1pp | 91.61%-78.1pp | 21.69%-8.2pp |
| Employer contribution / active EE | $2,162 | $4,292-49.6% | $2,541-14.9% | $2,723-20.6% |
| Participant deferral / active EE | $10,184 | $7,854+29.7% | $4,167+144.4% | $4,600+121.4% |
| Admin fee / account holder | $0 | $65-100.0% | $6,795-100.0% | $78-100.0% |