Filed November 26, 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 | $212,822 | $93,131+128.5% | $106,548+99.7% | $86,799+145.2% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.1%+23.9pp | 72.3%+27.7pp |
| Annual return | 34.89% | 19.45%+15.4pp | 26.80%+8.1pp | 97.91%-63.0pp |
| Employer contribution / active EE | $11,526 | $2,895+298.1% | $2,819+308.9% | $2,405+379.2% |
| Participant deferral / active EE | $0 | $4,708-100.0% | $4,398-100.0% | $4,131-100.0% |
| Admin fee / account holder | $2 | $145-98.7% | $7,407-100.0% | $170-98.9% |