Filed March 25, 2012 (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 | $77,492 | $98,982-21.7% | $162,163-52.2% | $65,185+18.9% |
| Participation rate | 98.1% | 85.8%+12.3pp | 87.6%+10.5pp | 70.2%+27.9pp |
| Annual return | 25.65% | 24.84%+0.8pp | 115.59%-89.9pp | 29.38%-3.7pp |
| Employer contribution / active EE | $5,808 | $3,467+67.6% | $5,614+3.5% | $2,177+166.9% |
| Participant deferral / active EE | $5,400 | $5,384+0.3% | $7,298-26.0% | $3,514+53.7% |
| Admin fee / account holder | $4 | $596-99.4% | $10,843-100.0% | $847-99.6% |