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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,102 | $99,957-69.9% | $149,696-79.9% | $73,488-59.0% |
| Participation rate | 97.1% | 75.7%+21.4pp | 82.5%+14.6pp | 70.7%+26.4pp |
| Annual return | 16.66% | 53.87%-37.2pp | 276.60%-259.9pp | 28.51%-11.9pp |
| Employer contribution / active EE | $3,329 | $3,191+4.3% | $4,644-28.3% | $2,270+46.6% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2 | $551-99.7% | $9,309-100.0% | $513-99.7% |