Filed January 1, 2012
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 | $22,784 | $73,102-68.8% | $123,544-81.6% | $56,287-59.5% |
| Participation rate | 97.8% | 74.3%+23.5pp | 82.3%+15.5pp | 69.9%+27.9pp |
| Annual return | -12.51% | 3.01%-15.5pp | 119.20%-131.7pp | -9.96%-2.6pp |
| Employer contribution / active EE | $12,788 | $2,977+329.6% | $4,628+176.3% | $2,111+505.8% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |