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 | $61,418 | $138,347-55.6% | $184,203-66.7% | $80,856-24.0% |
| Participation rate | 89.5% | 83.9%+5.6pp | 86.8%+2.7pp | 67.6%+21.8pp |
| Annual return | 14.78% | 20.02%-5.2pp | 28.81%-14.0pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,303 | $4,850-73.1% | $6,427-79.7% | $2,755-52.7% |
| Participant deferral / active EE | $4,962 | $7,071-29.8% | $9,131-45.7% | $4,296+15.5% |
| Admin fee / account holder | $4 | $10,483-100.0% | $13,901-100.0% | $6,918-99.9% |