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 | $14,739 | $95,274-84.5% | $135,903-89.2% | $74,419-80.2% |
| Participation rate | 86.7% | 78.2%+8.5pp | 81.9%+4.8pp | 70.7%+16.0pp |
| Annual return | 21.93% | 32.77%-10.8pp | 68.23%-46.3pp | 34.38%-12.4pp |
| Employer contribution / active EE | $2,210 | $3,874-43.0% | $4,856-54.5% | $2,637-16.2% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $266-99.8% | $10,762-100.0% | $348-99.9% |