Filed August 31, 2010 (most recent of 6 filings on file)
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,262 | $99,957+8.3% | $149,696-27.7% | $73,488+47.3% |
| Participation rate | 94.9% | 75.7%+19.2pp | 82.5%+12.4pp | 70.7%+24.2pp |
| Annual return | 0.95% | 53.87%-52.9pp | 276.60%-275.6pp | 28.51%-27.6pp |
| Employer contribution / active EE | $18,281 | $3,191+472.9% | $4,644+293.6% | $2,270+705.3% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,309-100.0% | $513-100.0% |