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 | $50,394 | $260,849-80.7% | $105,738-52.3% | $75,289-33.1% |
| Participation rate | 99.1% | 51.6%+47.6pp | 76.3%+22.8pp | 72.4%+26.7pp |
| Annual return | 60.22% | 10.99%+49.2pp | 6.27%+53.9pp | -0.04%+60.3pp |
| Employer contribution / active EE | $475 | $848-44.0% | $3,268-85.5% | $2,405-80.2% |
| Participant deferral / active EE | $0 | $1,553-100.0% | $4,080-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $484-99.9% | $6,913-100.0% | $102-99.6% |