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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $367,239 | $107,378+242.0% | $108,579+238.2% | $57,658+536.9% |
| Participation rate | 95.3% | 77.1%+18.2pp | 79.6%+15.8pp | 70.2%+25.1pp |
| Annual return | 26.55% | 12.80%+13.8pp | -51.70%+78.2pp | 5.13%+21.4pp |
| Employer contribution / active EE | $972 | $1,782-45.5% | $3,758-74.1% | $1,974-50.8% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,311-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $108-100.0% | $7,645-100.0% | $95-100.0% |