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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,170 | $79,171+231.1% | $102,423+156.0% | $74,495+251.9% |
| Participation rate | 72.5% | 74.8%-2.3pp | 76.5%-4.0pp | 67.2%+5.3pp |
| Annual return | 20.66% | 54.93%-34.3pp | 29.32%-8.7pp | 1364.94%-1344.3pp |
| Employer contribution / active EE | $9,870 | $2,362+317.8% | $3,023+226.5% | $2,623+276.3% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,053-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,001-100.0% | $9,451-100.0% | $1,942-100.0% |