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 | $142,812 | $88,083+62.1% | $164,813-13.3% | $74,495+91.7% |
| Participation rate | 98.6% | 73.0%+25.5pp | 78.6%+20.0pp | 67.2%+31.4pp |
| Annual return | 20.09% | 17.26%+2.8pp | 69.93%-49.8pp | 1364.94%-1344.9pp |
| Employer contribution / active EE | $6,531 | $2,593+151.9% | $4,341+50.4% | $2,623+149.0% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $13 | $2,234-99.4% | $12,690-99.9% | $1,942-99.3% |