Filed September 16, 2011
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $353,657 | $178,759+97.8% | $102,438+245.2% | $106,408+232.4% |
| Participation rate | 99.7% | 91.3%+8.4pp | 76.5%+23.2pp | 69.9%+29.8pp |
| Annual return | 17.49% | 17.23%+0.3pp | 29.37%-11.9pp | 17.37%+0.1pp |
| Employer contribution / active EE | $13,545 | $5,750+135.6% | $3,024+348.0% | $3,361+302.9% |
| Participant deferral / active EE | $17,789 | $9,466+87.9% | $5,054+252.0% | $5,567+219.6% |
| Admin fee / account holder | $0 | $62-100.0% | $9,448-100.0% | $79-100.0% |