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 | $121,200 | $82,978+46.1% | $129,995-6.8% | $71,457+69.6% |
| Participation rate | 99.3% | 74.1%+25.2pp | 78.5%+20.8pp | 67.9%+31.4pp |
| Annual return | 30.28% | 20.60%+9.7pp | -137.18%+167.5pp | 28.85%+1.4pp |
| Employer contribution / active EE | $5,926 | $2,622+126.0% | $4,320+37.2% | $2,588+129.0% |
| Participant deferral / active EE | $0 | $4,432-100.0% | $5,820-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,729-100.0% | $10,614-100.0% | $1,587-100.0% |