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 | $246,365 | $185,545+32.8% | $90,749+171.5% | $89,394+175.6% |
| Participation rate | 87.1% | 85.0%+2.0pp | 75.7%+11.4pp | 71.3%+15.8pp |
| Annual return | -12.86% | -13.56%+0.7pp | -12.16%-0.7pp | -11.89%-1.0pp |
| Employer contribution / active EE | $4,958 | $7,210-31.2% | $2,921+69.8% | $3,022+64.1% |
| Participant deferral / active EE | $9,616 | $9,550+0.7% | $4,564+110.7% | $5,123+87.7% |
| Admin fee / account holder | $0 | $100-100.0% | $8,445-100.0% | $79-100.0% |