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 | $163,658 | $96,484+69.6% | $156,263+4.7% | $74,304+120.3% |
| Participation rate | 99.3% | 67.7%+31.7pp | 78.9%+20.4pp | 60.3%+39.0pp |
| Annual return | 20.70% | 17.73%+3.0pp | 59.47%-38.8pp | 29.43%-8.7pp |
| Employer contribution / active EE | $6,278 | $2,528+148.3% | $4,333+44.9% | $2,241+180.1% |
| Participant deferral / active EE | $0 | $4,286-100.0% | $6,158-100.0% | $3,767-100.0% |
| Admin fee / account holder | $23 | $3,728-99.4% | $14,255-99.8% | $2,969-99.2% |