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 | $304,934 | $87,870+247.0% | $113,168+169.5% | $74,304+310.4% |
| Participation rate | 73.2% | 70.7%+2.4pp | 76.6%-3.4pp | 60.3%+12.8pp |
| Annual return | 24.32% | 26.44%-2.1pp | 24.27%+0.1pp | 29.43%-5.1pp |
| Employer contribution / active EE | $11,224 | $2,277+392.9% | $2,975+277.3% | $2,241+400.8% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,107-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,368-100.0% | $12,068-100.0% | $2,969-100.0% |