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 | $96,081 | $176,491-45.6% | $95,952+0.1% | $90,288+6.4% |
| Participation rate | 91.7% | 86.6%+5.1pp | 77.1%+14.6pp | 73.4%+18.3pp |
| Annual return | 14.03% | 20.14%-6.1pp | 91.61%-77.6pp | 53.97%-39.9pp |
| Employer contribution / active EE | $2,060 | $2,789-26.1% | $2,541-18.9% | $2,524-18.4% |
| Participant deferral / active EE | $5,304 | $5,340-0.7% | $4,167+27.3% | $4,232+25.3% |
| Admin fee / account holder | $0 | $154-100.0% | $6,795-100.0% | $114-100.0% |