Filed December 22, 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.
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 | $159,391 | $86,655+83.9% | $119,609+33.3% | $66,914+138.2% |
| Participation rate | 99.2% | 75.6%+23.6pp | 79.3%+19.9pp | 69.8%+29.4pp |
| Annual return | 39.74% | -8.00%+47.7pp | -14.97%+54.7pp | 1.58%+38.2pp |
| Employer contribution / active EE | $317 | $2,536-87.5% | $4,232-92.5% | $2,544-87.5% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,602-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $755-100.0% | $10,323-100.0% | $593-100.0% |