Filed April 23, 2009
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 | $65,964 | $128,603-48.7% | $197,124-66.5% | $67,986-3.0% |
| Participation rate | 88.5% | 81.7%+6.8pp | 86.7%+1.8pp | 57.2%+31.3pp |
| Annual return | 21.62% | 23.77%-2.2pp | 44.34%-22.7pp | 31.67%-10.0pp |
| Employer contribution / active EE | $2,450 | $4,379-44.1% | $6,227-60.7% | $2,019+21.4% |
| Participant deferral / active EE | $5,152 | $6,840-24.7% | $9,135-43.6% | $3,358+53.4% |
| Admin fee / account holder | $4 | $3,035-99.9% | $16,298-100.0% | $3,203-99.9% |