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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,685 | $178,759-23.5% | $102,423+33.5% | $106,382+28.5% |
| Participation rate | 96.8% | 91.3%+5.5pp | 76.5%+20.3pp | 69.9%+26.9pp |
| Annual return | 15.16% | 17.23%-2.1pp | 29.32%-14.2pp | 17.37%-2.2pp |
| Employer contribution / active EE | $4,895 | $5,750-14.9% | $3,023+61.9% | $3,364+45.5% |
| Participant deferral / active EE | $8,103 | $9,466-14.4% | $5,053+60.4% | $5,569+45.5% |
| Admin fee / account holder | $0 | $62-100.0% | $9,451-100.0% | $79-100.0% |