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.
Employer contribution per participant 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 | $445,964 | $84,993+424.7% | $129,995+243.1% | $80,160+456.3% |
| Participation rate | 91.3% | 79.5%+11.8pp | 78.5%+12.8pp | 72.9%+18.4pp |
| Annual return | 20.92% | 23.76%-2.8pp | -137.18%+158.1pp | 40.38%-19.5pp |
| Employer contribution / active EE | $43 | $3,051-98.6% | $4,320-99.0% | $2,978-98.6% |
| Participant deferral / active EE | $0 | $4,984-100.0% | $5,820-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $391-100.0% | $10,614-100.0% | $145-100.0% |