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 | $77,697 | $100,923-23.0% | $150,045-48.2% | $74,304+4.6% |
| Participation rate | 99.4% | 70.1%+29.4pp | 82.3%+17.1pp | 60.3%+39.1pp |
| Annual return | -11.75% | 51.77%-63.5pp | 62.55%-74.3pp | 29.43%-41.2pp |
| Employer contribution / active EE | $5,250 | $3,463+51.6% | $4,693+11.9% | $2,241+134.3% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $7,997-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $2,767-100.0% | $13,435-100.0% | $2,969-100.0% |