Filed January 31, 2012 (most recent of 3 filings on file)
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 | $225,284 | $112,623+100.0% | $106,213+112.1% | $199,593+12.9% |
| Participation rate | 74.4% | 86.2%-11.8pp | 75.3%-0.9pp | 72.0%+2.5pp |
| Annual return | 23.01% | 15.57%+7.4pp | 116.14%-93.1pp | 34.25%-11.2pp |
| Employer contribution / active EE | $3,765 | $4,575-17.7% | $3,171+18.7% | $3,034+24.1% |
| Participant deferral / active EE | $6,711 | $6,659+0.8% | $5,016+33.8% | $5,087+31.9% |
| Admin fee / account holder | $0 | $107-100.0% | $11,033-100.0% | $269-100.0% |