Filed August 24, 2009 (most recent of 2 filings on file)
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,297 | $33,745-66.5% | $64,105-82.4% | $55,191-79.5% |
| Participation rate | 97.5% | 59.4%+38.2pp | 68.2%+29.4pp | 69.2%+28.4pp |
| Annual return | -1.33% | 4.95%-6.3pp | 791.24%-792.6pp | 10.78%-12.1pp |
| Employer contribution / active EE | $227 | $641-64.5% | $1,820-87.5% | $1,899-88.0% |
| Participant deferral / active EE | $0 | $1,929-100.0% | $2,822-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $4,499-100.0% | $91-100.0% |