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 | $130,496 | $82,279+58.6% | $77,999+67.3% | $63,975+104.0% |
| Participation rate | 73.7% | 84.7%-10.9pp | 75.5%-1.8pp | 71.1%+2.6pp |
| Annual return | 8.37% | 11.20%-2.8pp | 425.96%-417.6pp | 48.65%-40.3pp |
| Employer contribution / active EE | $2,399 | $3,297-27.2% | $2,470-2.9% | $2,182+10.0% |
| Participant deferral / active EE | $4,784 | $4,538+5.4% | $3,497+36.8% | $3,356+42.5% |
| Admin fee / account holder | $0 | $81-100.0% | $5,480-100.0% | $70-100.0% |