Filed February 11, 2011
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 | $72,956 | $102,553-28.9% | $151,611-51.9% | $66,914+9.0% |
| Participation rate | 98.8% | 85.5%+13.3pp | 87.5%+11.3pp | 69.8%+29.0pp |
| Annual return | 58.95% | -10.82%+69.8pp | 3.33%+55.6pp | 1.58%+57.4pp |
| Employer contribution / active EE | $970 | $4,180-76.8% | $6,166-84.3% | $2,544-61.9% |
| Participant deferral / active EE | $0 | $6,641-100.0% | $8,363-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $11,616-100.0% | $593-100.0% |