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 | $4,463 | $54,193-91.8% | $93,606-95.2% | $77,643-94.3% |
| Participation rate | 96.6% | 63.9%+32.6pp | 68.7%+27.9pp | 70.6%+26.0pp |
| Annual return | -14.53% | 30.54%-45.1pp | 133.20%-147.7pp | 31.24%-45.8pp |
| Employer contribution / active EE | $876 | $1,168-25.0% | $2,420-63.8% | $2,726-67.9% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,411-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $576-100.0% | $8,285-100.0% | $430-100.0% |