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.
Annual investment return 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 | $84,622 | $126,925-33.3% | $74,183+14.1% | $329,111-74.3% |
| Participation rate | 93.9% | 87.5%+6.3pp | 76.6%+17.3pp | 67.9%+26.0pp |
| Annual return | 5.50% | 10.67%-5.2pp | 17.74%-12.2pp | 16.35%-10.9pp |
| Employer contribution / active EE | $1,679 | $3,536-52.5% | $2,370-29.2% | $2,303-27.1% |
| Participant deferral / active EE | $5,283 | $6,619-20.2% | $3,550+48.8% | $3,682+43.5% |
| Admin fee / account holder | $0 | $64-100.0% | $5,586-100.0% | $754-100.0% |