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 | $236,386 | $76,050+210.8% | $96,544+144.8% | $71,457+230.8% |
| Participation rate | 83.7% | 74.4%+9.3pp | 76.0%+7.7pp | 67.9%+15.7pp |
| Annual return | 24.46% | 22.81%+1.7pp | 25.84%-1.4pp | 28.85%-4.4pp |
| Employer contribution / active EE | $10,680 | $2,244+375.9% | $2,965+260.2% | $2,588+312.7% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $4,851-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $2,707-100.0% | $8,252-100.0% | $1,587-100.0% |