Filed December 15, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,755 | $65,435+197.6% | $86,677+124.7% | $66,914+191.1% |
| Participation rate | 97.8% | 75.5%+22.3pp | 76.6%+21.2pp | 69.8%+28.0pp |
| Annual return | 9.30% | -10.89%+20.2pp | 35.91%-26.6pp | 1.58%+7.7pp |
| Employer contribution / active EE | $10,991 | $2,153+410.5% | $2,836+287.5% | $2,544+332.0% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,493-100.0% | $593-100.0% |