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 | $12,149 | $100,801-87.9% | $149,696-91.9% | $73,409-83.5% |
| Participation rate | 83.0% | 77.7%+5.3pp | 82.5%+0.5pp | 72.2%+10.8pp |
| Annual return | 20.74% | 265.34%-244.6pp | 276.60%-255.9pp | 59.29%-38.6pp |
| Employer contribution / active EE | $1,870 | $3,312-43.5% | $4,644-59.7% | $2,234-16.3% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $1 | $181-99.4% | $9,309-100.0% | $158-99.3% |