Filed September 9, 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.
Annual investment return 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 | $66,482 | $70,961-6.3% | $108,579-38.8% | $65,292+1.8% |
| Participation rate | 96.3% | 80.9%+15.3pp | 79.6%+16.7pp | 72.4%+23.8pp |
| Annual return | 2.38% | 10.24%-7.9pp | -51.70%+54.1pp | 11.84%-9.5pp |
| Employer contribution / active EE | $2,842 | $1,833+55.0% | $3,758-24.4% | $2,302+23.5% |
| Participant deferral / active EE | $3,008 | $3,662-17.9% | $4,311-30.2% | $3,579-16.0% |
| Admin fee / account holder | $0 | $43-100.0% | $7,645-100.0% | $57-100.0% |