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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,793 | $92,055+30.1% | $106,213+12.8% | $77,643+54.3% |
| Participation rate | 99.7% | 81.0%+18.7pp | 75.3%+24.4pp | 70.6%+29.1pp |
| Annual return | 1.17% | 17.91%-16.7pp | 116.14%-115.0pp | 31.24%-30.1pp |
| Employer contribution / active EE | $19,342 | $3,367+474.4% | $3,171+509.9% | $2,726+609.6% |
| Participant deferral / active EE | $0 | $5,386-100.0% | $5,016-100.0% | $4,647-100.0% |
| Admin fee / account holder | $2 | $219-99.0% | $11,033-100.0% | $430-99.5% |