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 | $270,332 | $430,560-37.2% | $98,907+173.3% | $106,222+154.5% |
| Participation rate | 88.7% | 86.2%+2.5pp | 76.0%+12.7pp | 70.8%+17.9pp |
| Annual return | 18.35% | 17.89%+0.5pp | 196.43%-178.1pp | 21.69%-3.3pp |
| Employer contribution / active EE | $4,757 | $6,804-30.1% | $2,689+76.9% | $2,723+74.7% |
| Participant deferral / active EE | $8,915 | $9,623-7.4% | $4,244+110.0% | $4,600+93.8% |
| Admin fee / account holder | $0 | $220-100.0% | $6,642-100.0% | $78-100.0% |