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 | $19,917 | $89,739-77.8% | $149,718-86.7% | $62,292-68.0% |
| Participation rate | 89.0% | 85.1%+3.9pp | 87.1%+2.0pp | 69.5%+19.5pp |
| Annual return | 18.87% | 21.01%-2.1pp | 1501.63%-1482.8pp | 28.90%-10.0pp |
| Employer contribution / active EE | $1,878 | $3,233-41.9% | $5,445-65.5% | $2,042-8.0% |
| Participant deferral / active EE | $3,091 | $4,797-35.6% | $6,569-52.9% | $3,169-2.5% |
| Admin fee / account holder | $0 | $551-100.0% | $11,283-100.0% | $479-100.0% |