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 | $73,414 | $83,826-12.4% | $125,175-41.4% | $82,204-10.7% |
| Participation rate | 95.1% | 83.1%+12.0pp | 79.8%+15.3pp | 73.4%+21.7pp |
| Annual return | 18.70% | 22.78%-4.1pp | 43.79%-25.1pp | 26.31%-7.6pp |
| Employer contribution / active EE | $2,001 | $2,267-11.8% | $3,865-48.2% | $2,707-26.1% |
| Participant deferral / active EE | $3,291 | $4,293-23.3% | $4,937-33.3% | $4,246-22.5% |
| Admin fee / account holder | $0 | $74-100.0% | $9,702-100.0% | $76-100.0% |