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 | $85,963 | $86,580-0.7% | $146,665-41.4% | $101,517-15.3% |
| Participation rate | 91.9% | 80.7%+11.1pp | 80.1%+11.8pp | 74.6%+17.3pp |
| Annual return | 11.26% | 30.94%-19.7pp | 22.74%-11.5pp | 21.00%-9.7pp |
| Employer contribution / active EE | $3,382 | $2,512+34.6% | $4,136-18.2% | $2,973+13.8% |
| Participant deferral / active EE | $3,749 | $4,413-15.0% | $5,506-31.9% | $4,873-23.1% |
| Admin fee / account holder | $0 | $71-100.0% | $10,280-100.0% | $139-100.0% |