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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,052 | $84,487+35.0% | $125,339-9.0% | $66,914+70.4% |
| Participation rate | 94.7% | 76.4%+18.3pp | 82.4%+12.4pp | 69.8%+24.9pp |
| Annual return | -5.59% | -8.39%+2.8pp | 572.05%-577.6pp | 1.58%-7.2pp |
| Employer contribution / active EE | $13,070 | $3,553+267.9% | $4,814+171.5% | $2,544+413.7% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |