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 | $64,597 | $69,744-7.4% | $110,238-41.4% | $68,904-6.3% |
| Participation rate | 93.4% | 83.4%+9.9pp | 79.8%+13.6pp | 74.1%+19.3pp |
| Annual return | -6.02% | -2.58%-3.4pp | 314.74%-320.8pp | 1.07%-7.1pp |
| Employer contribution / active EE | $1,513 | $2,204-31.4% | $3,826-60.5% | $2,540-40.4% |
| Participant deferral / active EE | $2,969 | $4,131-28.1% | $4,672-36.4% | $4,015-26.0% |
| Admin fee / account holder | $0 | $67-100.0% | $8,547-100.0% | $71-100.0% |