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 | $9,007 | $50,956-82.3% | $96,562-90.7% | $86,799-89.6% |
| Participation rate | 97.3% | 65.2%+32.0pp | 69.8%+27.5pp | 72.3%+25.0pp |
| Annual return | 6.09% | 21.27%-15.2pp | 37.78%-31.7pp | 97.91%-91.8pp |
| Employer contribution / active EE | $343 | $1,111-69.1% | $2,356-85.5% | $2,405-85.7% |
| Participant deferral / active EE | $0 | $2,954-100.0% | $3,849-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $166-100.0% | $6,181-100.0% | $170-100.0% |