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 | $304,030 | $239,209+27.1% | $106,548+185.3% | $106,520+185.4% |
| Participation rate | 88.0% | 89.6%-1.6pp | 76.1%+11.9pp | 71.3%+16.7pp |
| Annual return | 21.41% | 17.49%+3.9pp | 26.80%-5.4pp | 19.28%+2.1pp |
| Employer contribution / active EE | $4,877 | $6,641-26.6% | $2,819+73.0% | $2,840+71.7% |
| Participant deferral / active EE | $9,349 | $9,673-3.4% | $4,398+112.6% | $4,948+88.9% |
| Admin fee / account holder | $0 | $95-100.0% | $7,407-100.0% | $75-100.0% |