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.
Participant contribution per participant 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 | $33,144 | $38,989-15.0% | $117,039-71.7% | $77,958-57.5% |
| Participation rate | 99.4% | 57.0%+42.4pp | 77.2%+22.2pp | 71.6%+27.7pp |
| Annual return | 30.12% | 20.61%+9.5pp | 18.95%+11.2pp | 20.87%+9.2pp |
| Employer contribution / active EE | $502 | $1,026-51.1% | $3,785-86.7% | $2,310-78.3% |
| Participant deferral / active EE | $0 | $1,621-100.0% | $3,929-100.0% | $3,537-100.0% |
| Admin fee / account holder | $1 | $76-99.2% | $5,974-100.0% | $97-99.4% |