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 | $79,572 | $71,957+10.6% | $67,652+17.6% | $59,188+34.4% |
| Participation rate | 98.1% | 82.7%+15.5pp | 75.7%+22.5pp | 69.4%+28.7pp |
| Annual return | 0.53% | 8.53%-8.0pp | 6625.04%-6624.5pp | 5.51%-5.0pp |
| Employer contribution / active EE | $2,300 | $2,432-5.4% | $2,266+1.5% | $2,098+9.6% |
| Participant deferral / active EE | $5,178 | $4,211+23.0% | $3,560+45.5% | $3,265+58.6% |
| Admin fee / account holder | $0 | $64-100.0% | $4,821-100.0% | $92-100.0% |