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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,274 | $74,089-76.7% | $133,980-87.1% | $55,167-68.7% |
| Participation rate | 88.3% | 84.3%+4.0pp | 87.1%+1.3pp | 69.0%+19.3pp |
| Annual return | 16.49% | 12.11%+4.4pp | 29.30%-12.8pp | 169.23%-152.7pp |
| Employer contribution / active EE | $2,044 | $3,064-33.3% | $5,211-60.8% | $1,963+4.1% |
| Participant deferral / active EE | $3,180 | $4,678-32.0% | $6,282-49.4% | $3,054+4.1% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |