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 | $118,058 | $129,021-8.5% | $184,203-35.9% | $77,643+52.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 86.95% | 33.27%+53.7pp | 28.81%+58.1pp | 31.24%+55.7pp |
| Employer contribution / active EE | $7,471 | $4,413+69.3% | $6,427+16.2% | $2,726+174.1% |
| Participant deferral / active EE | $8,105 | $7,297+11.1% | $9,131-11.2% | $4,647+74.4% |
| Admin fee / account holder | $3 | $254-98.7% | $13,901-100.0% | $430-99.3% |