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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,683 | $173,253+27.4% | $80,019+175.8% | $73,367+200.8% |
| Participation rate | 92.7% | 88.8%+3.8pp | 75.8%+16.9pp | 69.5%+23.2pp |
| Annual return | 30.90% | -2.12%+33.0pp | 11.22%+19.7pp | 173.45%-142.6pp |
| Employer contribution / active EE | $4,852 | $6,338-23.5% | $2,468+96.6% | $2,499+94.1% |
| Participant deferral / active EE | $8,636 | $8,893-2.9% | $3,686+134.3% | $4,033+114.2% |
| Admin fee / account holder | $0 | $90-100.0% | $6,521-100.0% | $68-100.0% |