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.
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 | $370,146 | $71,666+416.5% | $117,854+214.1% | $69,631+431.6% |
| Participation rate | 94.5% | 77.5%+17.0pp | 79.7%+14.8pp | 70.7%+23.8pp |
| Annual return | 8.34% | 18.86%-10.5pp | 335.08%-326.7pp | 27571.02%-27562.7pp |
| Employer contribution / active EE | $589 | $1,889-68.8% | $3,786-84.4% | $2,032-71.0% |
| Participant deferral / active EE | $0 | $3,340-100.0% | $4,482-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $8,020-100.0% | $110-100.0% |