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 | $7,179 | $40,174-82.1% | $84,015-91.5% | $67,579-89.4% |
| Participation rate | 96.6% | 62.7%+33.9pp | 69.0%+27.5pp | 71.3%+25.3pp |
| Annual return | 7.49% | 25.82%-18.3pp | 71.31%-63.8pp | 378.56%-371.1pp |
| Employer contribution / active EE | $894 | $808+10.6% | $1,983-54.9% | $2,148-58.4% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,239-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $6,101-100.0% | $142-100.0% |