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 | $138,679 | $134,045+3.5% | $80,019+73.3% | $75,289+84.2% |
| Participation rate | 74.2% | 85.8%-11.6pp | 75.8%-1.7pp | 72.4%+1.7pp |
| Annual return | -4.59% | -0.56%-4.0pp | 11.22%-15.8pp | -0.04%-4.6pp |
| Employer contribution / active EE | $2,590 | $3,492-25.8% | $2,468+4.9% | $2,405+7.7% |
| Participant deferral / active EE | $5,228 | $4,976+5.1% | $3,686+41.9% | $3,739+39.8% |
| Admin fee / account holder | $0 | $124-100.0% | $6,521-100.0% | $102-100.0% |