Filed January 30, 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 8-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,318 | $145,877-84.7% | $150,045-85.1% | $102,872-78.3% |
| Participation rate | 88.8% | 79.8%+9.0pp | 82.3%+6.5pp | 73.0%+15.8pp |
| Annual return | 20.81% | 21.37%-0.6pp | 62.55%-41.7pp | 19.06%+1.8pp |
| Employer contribution / active EE | $2,766 | $4,710-41.3% | $4,693-41.1% | $3,526-21.6% |
| Participant deferral / active EE | $0 | $9,491-100.0% | $7,997-100.0% | $5,535-100.0% |
| Admin fee / account holder | $3 | $176-98.1% | $13,435-100.0% | $292-98.8% |