Filed December 2, 2011 (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 | $98,255 | $80,005+22.8% | $140,016-29.8% | $55,725+76.3% |
| Participation rate | 94.8% | 87.0%+7.8pp | 87.5%+7.3pp | 70.9%+24.0pp |
| Annual return | -3.33% | 0.46%-3.8pp | 651.12%-654.4pp | 244.93%-248.3pp |
| Employer contribution / active EE | $1,906 | $3,403-44.0% | $5,606-66.0% | $2,078-8.3% |
| Participant deferral / active EE | $5,711 | $5,264+8.5% | $6,927-17.6% | $3,356+70.2% |
| Admin fee / account holder | $0 | $116-99.9% | $10,705-100.0% | $115-99.9% |