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 | $132,049-50.0% | $200,582-67.1% | $74,304-11.2% |
| Participation rate | 88.5% | 84.1%+4.4pp | 86.9%+1.6pp | 60.3%+28.1pp |
| Annual return | 21.62% | 22.22%-0.6pp | 42.33%-20.7pp | 29.43%-7.8pp |
| Employer contribution / active EE | $2,450 | $4,558-46.2% | $6,419-61.8% | $2,241+9.3% |
| Participant deferral / active EE | $5,152 | $7,213-28.6% | $9,331-44.8% | $3,767+36.7% |
| Admin fee / account holder | $4 | $2,405-99.8% | $16,305-100.0% | $2,969-99.9% |