Filed August 23, 2012
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 | $198,276 | $176,491+12.3% | $95,952+106.6% | $90,288+119.6% |
| Participation rate | 96.9% | 86.6%+10.3pp | 77.1%+19.8pp | 73.4%+23.6pp |
| Annual return | 21.69% | 20.14%+1.6pp | 91.61%-69.9pp | 53.97%-32.3pp |
| Employer contribution / active EE | $8,082 | $2,789+189.8% | $2,541+218.1% | $2,524+220.2% |
| Participant deferral / active EE | $9,995 | $5,340+87.2% | $4,167+139.9% | $4,232+136.2% |
| Admin fee / account holder | -$21 | $154-113.8% | $6,795-100.3% | $114-118.6% |