Filed January 24, 2010
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 | $89,784 | $102,872-12.7% | $136,749-34.3% | $102,872-12.7% |
| Participation rate | 99.6% | 73.0%+26.5pp | 72.1%+27.4pp | 73.0%+26.5pp |
| Annual return | 5.63% | 19.06%-13.4pp | 24.33%-18.7pp | 19.06%-13.4pp |
| Employer contribution / active EE | $2,758 | $3,526-21.8% | $3,400-18.9% | $3,526-21.8% |
| Participant deferral / active EE | $0 | $5,535-100.0% | $4,692-100.0% | $5,535-100.0% |
| Admin fee / account holder | $4 | $292-98.5% | $11,386-100.0% | $292-98.5% |