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 | $86,546 | $80,211+7.9% | $74,183+16.7% | $63,975+35.3% |
| Participation rate | 97.4% | 84.2%+13.2pp | 76.6%+20.8pp | 71.1%+26.3pp |
| Annual return | 10.53% | 14.13%-3.6pp | 17.74%-7.2pp | 48.65%-38.1pp |
| Employer contribution / active EE | $2,233 | $2,553-12.5% | $2,370-5.8% | $2,182+2.4% |
| Participant deferral / active EE | $5,166 | $4,370+18.2% | $3,550+45.5% | $3,356+53.9% |
| Admin fee / account holder | $0 | $67-100.0% | $5,586-100.0% | $70-100.0% |