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.
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 | $239,784 | $201,404+19.1% | $93,606+156.2% | $89,569+167.7% |
| Participation rate | 91.6% | 87.5%+4.1pp | 75.8%+15.8pp | 69.6%+22.0pp |
| Annual return | 13.91% | 23.05%-9.1pp | 32.76%-18.8pp | 34.56%-20.6pp |
| Employer contribution / active EE | $4,670 | $6,528-28.5% | $2,718+71.8% | $2,584+80.7% |
| Participant deferral / active EE | $8,938 | $9,208-2.9% | $4,069+119.7% | $4,220+111.8% |
| Admin fee / account holder | $0 | $89-100.0% | $7,888-100.0% | $72-100.0% |