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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,448 | $88,730+7.6% | $82,313+16.0% | $77,958+22.4% |
| Participation rate | 96.3% | 84.5%+11.8pp | 76.9%+19.4pp | 71.6%+24.7pp |
| Annual return | 14.84% | 20.88%-6.0pp | 25.88%-11.0pp | 20.87%-6.0pp |
| Employer contribution / active EE | $2,238 | $2,758-18.9% | $2,428-7.8% | $2,310-3.1% |
| Participant deferral / active EE | $5,566 | $4,634+20.1% | $3,706+50.2% | $3,537+57.4% |
| Admin fee / account holder | $0 | $74-100.0% | $5,608-100.0% | $97-100.0% |