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 | $114,855 | $100,923+13.8% | $150,045-23.5% | $74,304+54.6% |
| Participation rate | 99.1% | 70.1%+29.0pp | 82.3%+16.8pp | 60.3%+38.7pp |
| Annual return | -4.01% | 51.77%-55.8pp | 62.55%-66.6pp | 29.43%-33.4pp |
| Employer contribution / active EE | $14,719 | $3,463+325.0% | $4,693+213.6% | $2,241+556.7% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $7,997-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $2,767-100.0% | $13,435-100.0% | $2,969-100.0% |