Filed April 24, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,346 | $81,908+202.0% | $90,749+172.6% | $64,808+281.7% |
| Participation rate | 97.9% | 80.5%+17.4pp | 75.7%+22.2pp | 71.5%+26.4pp |
| Annual return | -14.18% | -12.53%-1.6pp | -12.16%-2.0pp | 32.82%-47.0pp |
| Employer contribution / active EE | $13,599 | $3,065+343.7% | $2,921+365.6% | $2,506+442.7% |
| Participant deferral / active EE | $14,238 | $4,840+194.2% | $4,564+212.0% | $4,310+230.3% |
| Admin fee / account holder | $2 | $157-98.9% | $8,445-100.0% | $188-99.1% |