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 | $99,300 | $96,018+3.4% | $65,493+51.6% | $85,563+16.1% |
| Participation rate | 98.5% | 74.8%+23.7pp | 73.1%+25.4pp | 66.0%+32.5pp |
| Annual return | 14.90% | 14.51%+0.4pp | 982.45%-967.5pp | 31.51%-16.6pp |
| Employer contribution / active EE | $3,337 | $3,235+3.2% | $2,574+29.6% | $2,654+25.8% |
| Participant deferral / active EE | $3,001 | $4,055-26.0% | $3,961-24.2% | $4,375-31.4% |
| Admin fee / account holder | $173 | $271-36.2% | $5,028-96.6% | $834-79.3% |