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.
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 | $261,475 | $225,491+16.0% | $98,439+165.6% | $96,393+171.3% |
| Participation rate | 87.1% | 87.3%-0.3pp | 75.2%+11.9pp | 71.3%+15.8pp |
| Annual return | 10.81% | 19.53%-8.7pp | 21.16%-10.3pp | 22.88%-12.1pp |
| Employer contribution / active EE | $5,360 | $8,386-36.1% | $3,048+75.8% | $3,238+65.5% |
| Participant deferral / active EE | $10,150 | $10,872-6.6% | $4,738+114.2% | $5,455+86.1% |
| Admin fee / account holder | $0 | $87-100.0% | $8,948-100.0% | $74-100.0% |