Filed June 8, 2009 (most recent of 2 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,104 | $110,094-45.4% | $151,611-60.4% | $68,494-12.2% |
| Participation rate | 90.7% | 84.0%+6.7pp | 87.5%+3.2pp | 67.9%+22.8pp |
| Annual return | -12.10% | -10.12%-2.0pp | 3.33%-15.4pp | -7.84%-4.3pp |
| Employer contribution / active EE | $1,337 | $4,471-70.1% | $6,166-78.3% | $2,596-48.5% |
| Participant deferral / active EE | $4,927 | $6,527-24.5% | $8,363-41.1% | $4,027+22.3% |
| Admin fee / account holder | $3 | $7,719-100.0% | $11,616-100.0% | $5,403-99.9% |