Filed December 7, 2010 (most recent of 3 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 | $124,461 | $79,558+56.4% | $115,037+8.2% | $67,505+84.4% |
| Participation rate | 87.8% | 74.3%+13.5pp | 81.4%+6.4pp | 71.2%+16.5pp |
| Annual return | -0.16% | 4.65%-4.8pp | 26.14%-26.3pp | 6.52%-6.7pp |
| Employer contribution / active EE | $3,217 | $2,529+27.2% | $4,608-30.2% | $2,173+48.1% |
| Participant deferral / active EE | $6,740 | $5,510+22.3% | $6,026+11.8% | $3,597+87.4% |
| Admin fee / account holder | $0 | $60-100.0% | $8,175-100.0% | $56-100.0% |