Filed June 8, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,024 | $72,607-64.2% | $90,749-71.3% | $66,914-61.1% |
| Participation rate | 99.2% | 73.7%+25.5pp | 75.7%+23.5pp | 69.8%+29.4pp |
| Annual return | -36.80% | -12.28%-24.5pp | -12.16%-24.6pp | 1.58%-38.4pp |
| Employer contribution / active EE | $7,666 | $2,369+223.6% | $2,921+162.5% | $2,544+201.3% |
| Participant deferral / active EE | $0 | $3,977-100.0% | $4,564-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $707-100.0% | $8,445-100.0% | $593-100.0% |