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 | $8,734 | $42,353-79.4% | $79,550-89.0% | $64,808-86.5% |
| Participation rate | 97.0% | 64.8%+32.2pp | 69.5%+27.5pp | 71.5%+25.5pp |
| Annual return | 5.40% | -12.24%+17.6pp | 0.16%+5.2pp | 32.82%-27.4pp |
| Employer contribution / active EE | $328 | $1,181-72.2% | $2,413-86.4% | $2,506-86.9% |
| Participant deferral / active EE | $0 | $3,170-100.0% | $3,985-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $160-100.0% | $6,832-100.0% | $188-100.0% |