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 | $204,197 | $114,195+78.8% | $106,548+91.6% | $93,030+119.5% |
| Participation rate | 76.8% | 86.4%-9.6pp | 76.1%+0.6pp | 73.9%+2.9pp |
| Annual return | 14.10% | 22.18%-8.1pp | 26.80%-12.7pp | 158.70%-144.6pp |
| Employer contribution / active EE | $2,878 | $4,009-28.2% | $2,819+2.1% | $2,706+6.4% |
| Participant deferral / active EE | $5,989 | $5,908+1.4% | $4,398+36.2% | $4,562+31.3% |
| Admin fee / account holder | $0 | $105-100.0% | $7,407-100.0% | $152-100.0% |