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 | $128,012 | $131,799-2.9% | $200,582-36.2% | $85,563+49.6% |
| Participation rate | 99.2% | 87.9%+11.3pp | 86.9%+12.3pp | 66.0%+33.3pp |
| Annual return | 16.78% | 21.59%-4.8pp | 42.33%-25.5pp | 31.51%-14.7pp |
| Employer contribution / active EE | $6,652 | $4,532+46.8% | $6,419+3.6% | $2,654+150.7% |
| Participant deferral / active EE | $8,578 | $7,702+11.4% | $9,331-8.1% | $4,375+96.1% |
| Admin fee / account holder | $3 | $235-98.6% | $16,305-100.0% | $834-99.6% |