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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,508 | $111,064-24.8% | $67,652+23.4% | $69,651+19.9% |
| Participation rate | 92.6% | 86.0%+6.6pp | 75.7%+16.9pp | 66.6%+26.0pp |
| Annual return | 0.86% | 2.77%-1.9pp | 6625.04%-6624.2pp | 53.77%-52.9pp |
| Employer contribution / active EE | $1,107 | $3,328-66.7% | $2,266-51.1% | $2,241-50.6% |
| Participant deferral / active EE | $4,735 | $6,396-26.0% | $3,560+33.0% | $3,635+30.2% |
| Admin fee / account holder | $0 | $72-100.0% | $4,821-100.0% | $63-100.0% |