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 | $86,972 | $78,852+10.3% | $76,768+13.3% | $75,289+15.5% |
| Participation rate | 95.5% | 85.0%+10.5pp | 77.0%+18.5pp | 72.4%+23.0pp |
| Annual return | -3.28% | -1.29%-2.0pp | 2.43%-5.7pp | -0.04%-3.2pp |
| Employer contribution / active EE | $2,246 | $2,794-19.6% | $2,485-9.6% | $2,405-6.6% |
| Participant deferral / active EE | $6,034 | $4,800+25.7% | $3,852+56.7% | $3,739+61.4% |
| Admin fee / account holder | $0 | $79-100.0% | $6,675-100.0% | $102-100.0% |