Filed June 22, 2010 (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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,526 | $74,706+50.6% | $75,696+48.7% | $79,386+41.7% |
| Participation rate | 95.9% | 75.3%+20.6pp | 74.8%+21.1pp | 70.7%+25.2pp |
| Annual return | 13.31% | 18.52%-5.2pp | 104.53%-91.2pp | 116.85%-103.5pp |
| Employer contribution / active EE | $4,092 | $2,590+58.0% | $2,743+49.2% | $2,427+68.6% |
| Participant deferral / active EE | $5,112 | $3,533+44.7% | $3,821+33.8% | $4,046+26.4% |
| Admin fee / account holder | $0 | $374-100.0% | $3,619-100.0% | $626-100.0% |