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 | $165,184 | $96,403+71.3% | $93,606+76.5% | $77,787+112.4% |
| Participation rate | 76.0% | 87.6%-11.6pp | 75.8%+0.2pp | 73.2%+2.8pp |
| Annual return | 21.00% | 39.36%-18.4pp | 32.76%-11.8pp | 32.57%-11.6pp |
| Employer contribution / active EE | $2,793 | $3,616-22.7% | $2,718+2.8% | $2,504+11.5% |
| Participant deferral / active EE | $5,657 | $5,341+5.9% | $4,069+39.0% | $3,967+42.6% |
| Admin fee / account holder | $0 | $90-100.0% | $7,888-100.0% | $100-100.0% |