Filed December 19, 2011 (most recent of 3 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 | $50,856 | $81,474-37.6% | $133,956-62.0% | $73,488-30.8% |
| Participation rate | 95.1% | 76.4%+18.8pp | 79.8%+15.3pp | 70.7%+24.4pp |
| Annual return | 19.40% | 19.40%0pp | 45.09%-25.7pp | 28.51%-9.1pp |
| Employer contribution / active EE | $3,241 | $2,209+46.7% | $3,919-17.3% | $2,270+42.8% |
| Participant deferral / active EE | $2,465 | $3,786-34.9% | $5,048-51.2% | $3,740-34.1% |
| Admin fee / account holder | $35 | $713-95.1% | $8,927-99.6% | $513-93.3% |