Filed May 17, 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.
Employer contribution per participant 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 | $53,242 | $82,978-35.8% | $129,995-59.0% | $71,457-25.5% |
| Participation rate | 78.6% | 74.1%+4.5pp | 78.5%+0.1pp | 67.9%+10.7pp |
| Annual return | 19.97% | 20.60%-0.6pp | -137.18%+157.1pp | 28.85%-8.9pp |
| Employer contribution / active EE | $438 | $2,622-83.3% | $4,320-89.9% | $2,588-83.1% |
| Participant deferral / active EE | $4,575 | $4,432+3.2% | $5,820-21.4% | $4,289+6.7% |
| Admin fee / account holder | $3 | $1,729-99.8% | $10,614-100.0% | $1,587-99.8% |