Filed June 8, 2009
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 | $58,662 | $42,894+36.8% | $60,874-3.6% | $68,494-14.4% |
| Participation rate | 98.0% | 66.8%+31.2pp | 73.1%+24.8pp | 67.9%+30.1pp |
| Annual return | -12.81% | -13.98%+1.2pp | 16.90%-29.7pp | -7.84%-5.0pp |
| Employer contribution / active EE | $1,491 | $1,978-24.6% | $2,701-44.8% | $2,596-42.6% |
| Participant deferral / active EE | $3,690 | $2,867+28.7% | $3,817-3.3% | $4,027-8.4% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |