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 | $233,835 | $81,908+185.5% | $90,749+157.7% | $64,808+260.8% |
| Participation rate | 99.8% | 80.5%+19.3pp | 75.7%+24.1pp | 71.5%+28.3pp |
| Annual return | 18.25% | -12.53%+30.8pp | -12.16%+30.4pp | 32.82%-14.6pp |
| Employer contribution / active EE | $14,254 | $3,065+365.0% | $2,921+388.0% | $2,506+468.8% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $4,564-100.0% | $4,310-100.0% |
| Admin fee / account holder | $5 | $157-97.0% | $8,445-99.9% | $188-97.5% |