Filed October 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,967 | $60,795+34.8% | $69,455+18.0% | $65,185+25.7% |
| Participation rate | 88.5% | 74.9%+13.7pp | 74.6%+13.9pp | 70.2%+18.3pp |
| Annual return | 5.11% | 17.46%-12.3pp | 28.97%-23.9pp | 29.38%-24.3pp |
| Employer contribution / active EE | $6,829 | $2,452+178.5% | $2,779+145.7% | $2,177+213.8% |
| Participant deferral / active EE | $5,495 | $3,162+73.8% | $3,535+55.4% | $3,514+56.4% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |