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 | $19,104 | $100,923-81.1% | $150,045-87.3% | $74,304-74.3% |
| Participation rate | 98.9% | 70.1%+28.8pp | 82.3%+16.6pp | 60.3%+38.6pp |
| Annual return | -17.44% | 51.77%-69.2pp | 62.55%-80.0pp | 29.43%-46.9pp |
| Employer contribution / active EE | $6,568 | $3,463+89.7% | $4,693+40.0% | $2,241+193.1% |
| 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% |