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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,484 | $48,064-84.4% | $78,778-90.5% | $69,631-89.3% |
| Participation rate | 96.0% | 61.6%+34.5pp | 69.2%+26.8pp | 70.7%+25.3pp |
| Annual return | -19.03% | 21.81%-40.8pp | 35.62%-54.7pp | 27571.02%-27590.1pp |
| Employer contribution / active EE | $690 | $744-7.2% | $1,986-65.3% | $2,032-66.1% |
| Participant deferral / active EE | $0 | $2,079-100.0% | $2,958-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $152-100.0% | $5,134-100.0% | $110-100.0% |