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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,410 | $89,652-75.0% | $141,162-84.1% | $65,185-65.6% |
| Participation rate | 97.4% | 74.7%+22.6pp | 82.5%+14.9pp | 70.2%+27.2pp |
| Annual return | -8.39% | 32.79%-41.2pp | 71.39%-79.8pp | 29.38%-37.8pp |
| Employer contribution / active EE | $6,196 | $3,065+102.2% | $4,735+30.9% | $2,177+184.7% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $2 | $569-99.7% | $10,261-100.0% | $847-99.8% |