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 | $117,296 | $104,475+12.3% | $159,436-26.4% | $79,386+47.8% |
| Participation rate | 86.8% | 76.6%+10.2pp | 82.8%+4.0pp | 70.7%+16.1pp |
| Annual return | -6.44% | 67.95%-74.4pp | 263.57%-270.0pp | 116.85%-123.3pp |
| Employer contribution / active EE | $11,787 | $3,417+245.0% | $4,829+144.1% | $2,427+385.6% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,352-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,799-100.0% | $626-100.0% |