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 | $97,726 | $136,209-28.3% | $82,313+18.7% | $80,976+20.7% |
| Participation rate | 95.4% | 88.0%+7.3pp | 76.9%+18.5pp | 68.3%+27.1pp |
| Annual return | 13.37% | 21.54%-8.2pp | 25.88%-12.5pp | 22.91%-9.5pp |
| Employer contribution / active EE | $1,885 | $3,633-48.1% | $2,428-22.4% | $2,402-21.5% |
| Participant deferral / active EE | $5,150 | $6,693-23.0% | $3,706+39.0% | $3,848+33.8% |
| Admin fee / account holder | $0 | $62-100.0% | $5,608-100.0% | $67-100.0% |