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 | $191,329 | $104,631+82.9% | $98,439+94.4% | $80,160+138.7% |
| Participation rate | 77.0% | 87.5%-10.5pp | 75.2%+1.9pp | 72.9%+4.1pp |
| Annual return | 17.11% | 34.72%-17.6pp | 21.16%-4.1pp | 40.38%-23.3pp |
| Employer contribution / active EE | $3,757 | $4,517-16.8% | $3,048+23.2% | $2,978+26.2% |
| Participant deferral / active EE | $6,811 | $6,545+4.1% | $4,738+43.8% | $5,017+35.8% |
| Admin fee / account holder | $0 | $105-100.0% | $8,948-100.0% | $145-100.0% |