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 | $91,433 | $130,194-29.8% | $169,993-46.2% | $71,457+28.0% |
| Participation rate | 97.7% | 86.1%+11.6pp | 87.0%+10.7pp | 67.9%+29.8pp |
| Annual return | 23.72% | 20.37%+3.4pp | 53.37%-29.7pp | 28.85%-5.1pp |
| Employer contribution / active EE | $7,736 | $4,381+76.6% | $6,785+14.0% | $2,588+199.0% |
| Participant deferral / active EE | $7,762 | $6,923+12.1% | $10,408-25.4% | $4,289+81.0% |
| Admin fee / account holder | $4 | $966-99.6% | $12,815-100.0% | $1,587-99.8% |