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 | $283,600 | $244,991+15.8% | $106,213+167.0% | $106,382+166.6% |
| Participation rate | 87.5% | 88.4%-0.9pp | 75.3%+12.2pp | 69.9%+17.6pp |
| Annual return | 13.11% | 13.48%-0.4pp | 116.14%-103.0pp | 17.37%-4.3pp |
| Employer contribution / active EE | $6,446 | $8,816-26.9% | $3,171+103.2% | $3,364+91.6% |
| Participant deferral / active EE | $10,860 | $11,442-5.1% | $5,016+116.5% | $5,569+95.0% |
| Admin fee / account holder | $0 | $88-100.0% | $11,033-100.0% | $79-100.0% |