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 | $186,727 | $105,190+77.5% | $98,907+88.8% | $90,288+106.8% |
| Participation rate | 76.6% | 86.4%-9.8pp | 76.0%+0.6pp | 73.4%+3.2pp |
| Annual return | 14.34% | 18.52%-4.2pp | 196.43%-182.1pp | 53.97%-39.6pp |
| Employer contribution / active EE | $2,956 | $3,831-22.8% | $2,689+9.9% | $2,524+17.1% |
| Participant deferral / active EE | $5,937 | $5,616+5.7% | $4,244+39.9% | $4,232+40.3% |
| Admin fee / account holder | $0 | $97-100.0% | $6,642-100.0% | $114-100.0% |