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 | $147,173 | $90,410+62.8% | $91,001+61.7% | $77,958+88.8% |
| Participation rate | 73.8% | 86.4%-12.6pp | 75.6%-1.8pp | 71.6%+2.1pp |
| Annual return | 14.97% | 21.34%-6.4pp | 4.60%+10.4pp | 20.87%-5.9pp |
| Employer contribution / active EE | $2,465 | $3,392-27.3% | $2,456+0.4% | $2,310+6.7% |
| Participant deferral / active EE | $4,948 | $4,816+2.7% | $3,547+39.5% | $3,537+39.9% |
| Admin fee / account holder | $0 | $79-100.0% | $5,417-100.0% | $97-100.0% |