Filed June 8, 2009 (most recent of 3 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,284 | $92,055-39.9% | $106,213-47.9% | $77,643-28.8% |
| Participation rate | 94.9% | 81.0%+13.8pp | 75.3%+19.6pp | 70.6%+24.3pp |
| Annual return | 12.09% | 17.91%-5.8pp | 116.14%-104.1pp | 31.24%-19.2pp |
| Employer contribution / active EE | $170 | $3,367-95.0% | $3,171-94.6% | $2,726-93.8% |
| Participant deferral / active EE | $4,609 | $5,386-14.4% | $5,016-8.1% | $4,647-0.8% |
| Admin fee / account holder | $10 | $219-95.5% | $11,033-99.9% | $430-97.7% |