Filed July 19, 2010
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 | $103,549 | $86,655+19.5% | $119,609-13.4% | $66,914+54.7% |
| Participation rate | 98.4% | 75.6%+22.8pp | 79.3%+19.1pp | 69.8%+28.6pp |
| Annual return | 55.19% | -8.00%+63.2pp | -14.97%+70.2pp | 1.58%+53.6pp |
| Employer contribution / active EE | $5,212 | $2,536+105.5% | $4,232+23.2% | $2,544+104.9% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,602-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $755-100.0% | $10,323-100.0% | $593-100.0% |