Filed September 1, 2009
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,530 | $91,407-84.1% | $135,903-89.3% | $71,457-79.7% |
| Participation rate | 97.2% | 75.7%+21.6pp | 81.9%+15.3pp | 67.9%+29.3pp |
| Annual return | -52.44% | 29.90%-82.3pp | 68.23%-120.7pp | 28.85%-81.3pp |
| Employer contribution / active EE | $9,693 | $3,703+161.7% | $4,856+99.6% | $2,588+274.6% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,266-100.0% | $10,762-100.0% | $1,587-100.0% |