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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,557 | $32,530-6.1% | $106,619-71.3% | $63,975-52.2% |
| Participation rate | 99.6% | 55.7%+43.8pp | 78.0%+21.6pp | 71.1%+28.4pp |
| Annual return | 7.58% | 8.92%-1.3pp | 9.42%-1.8pp | 48.65%-41.1pp |
| Employer contribution / active EE | $650 | $724-10.2% | $3,947-83.5% | $2,182-70.2% |
| Participant deferral / active EE | $0 | $1,383-100.0% | $3,930-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $61-100.0% | $6,418-100.0% | $70-100.0% |