Filed July 16, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,970 | $91,762-3.0% | $67,502+31.8% | $77,643+14.6% |
| Participation rate | 99.0% | 75.9%+23.1pp | 72.9%+26.1pp | 70.6%+28.4pp |
| Annual return | 13.28% | 14.87%-1.6pp | 3512.12%-3498.8pp | 31.24%-18.0pp |
| Employer contribution / active EE | $3,325 | $3,181+4.5% | $2,731+21.8% | $2,726+22.0% |
| Participant deferral / active EE | $2,975 | $3,903-23.8% | $4,000-25.6% | $4,647-36.0% |
| Admin fee / account holder | $155 | $176-11.8% | $3,998-96.1% | $430-63.9% |