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 | $66,310 | $41,774+58.7% | $118,925-44.2% | $90,288-26.6% |
| Participation rate | 99.9% | 55.0%+44.9pp | 75.4%+24.5pp | 73.4%+26.6pp |
| Annual return | 13.98% | 16.64%-2.7pp | 35.88%-21.9pp | 53.97%-40.0pp |
| Employer contribution / active EE | $820 | $986-16.9% | $3,263-74.9% | $2,524-67.5% |
| Participant deferral / active EE | $0 | $1,683-100.0% | $4,265-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $85-99.9% | $6,581-100.0% | $114-99.9% |