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 | $48,737 | $104,631-53.4% | $98,439-50.5% | $80,160-39.2% |
| Participation rate | 95.4% | 87.5%+7.9pp | 75.2%+20.2pp | 72.9%+22.5pp |
| Annual return | 16.99% | 34.72%-17.7pp | 21.16%-4.2pp | 40.38%-23.4pp |
| Employer contribution / active EE | $151 | $4,517-96.7% | $3,048-95.1% | $2,978-94.9% |
| Participant deferral / active EE | $3,830 | $6,545-41.5% | $4,738-19.2% | $5,017-23.7% |
| Admin fee / account holder | $10 | $105-90.8% | $8,948-99.9% | $145-93.4% |