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 | $82,503 | $84,517-2.4% | $133,956-38.4% | $93,223-11.5% |
| Participation rate | 93.4% | 81.9%+11.6pp | 79.8%+13.6pp | 74.9%+18.5pp |
| Annual return | 11.25% | 16.66%-5.4pp | 45.09%-33.8pp | 19.29%-8.0pp |
| Employer contribution / active EE | $3,153 | $2,296+37.3% | $3,919-19.5% | $2,680+17.7% |
| Participant deferral / active EE | $3,247 | $4,286-24.2% | $5,048-35.7% | $4,563-28.8% |
| Admin fee / account holder | $0 | $66-100.0% | $8,927-100.0% | $79-100.0% |