Filed August 17, 2012 (most recent of 2 filings on file)
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.
Participant contribution per participant 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 | $89,266 | $122,239-27.0% | $184,200-51.5% | $74,546+19.7% |
| Participation rate | 81.1% | 85.5%-4.4pp | 86.8%-5.8pp | 67.2%+13.8pp |
| Annual return | 12.79% | 19.95%-7.2pp | 28.80%-16.0pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $3,887 | $4,537-14.3% | $6,424-39.5% | $2,624+48.1% |
| Participant deferral / active EE | $3,872 | $7,139-45.8% | $9,132-57.6% | $4,347-10.9% |
| Admin fee / account holder | $1 | $1,260-100.0% | $13,907-100.0% | $1,944-100.0% |