Filed September 9, 2011 (most recent of 4 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $321,768 | $140,769+128.6% | $116,228+176.8% | $140,769+128.6% |
| Participation rate | 89.7% | 74.2%+15.5pp | 74.6%+15.1pp | 74.2%+15.5pp |
| Annual return | 21.70% | 16.82%+4.9pp | 90.06%-68.4pp | 16.82%+4.9pp |
| Employer contribution / active EE | $7,613 | $3,906+94.9% | $2,994+154.2% | $3,906+94.9% |
| Participant deferral / active EE | $11,320 | $6,717+68.5% | $4,953+128.6% | $6,717+68.5% |
| Admin fee / account holder | $0 | $229-100.0% | $11,989-100.0% | $229-100.0% |