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 | $46,333 | $86,655-46.5% | $119,609-61.3% | $66,914-30.8% |
| Participation rate | 93.9% | 75.6%+18.3pp | 79.3%+14.7pp | 69.8%+24.1pp |
| Annual return | -13.31% | -8.00%-5.3pp | -14.97%+1.7pp | 1.58%-14.9pp |
| Employer contribution / active EE | $3,642 | $2,536+43.6% | $4,232-13.9% | $2,544+43.2% |
| Participant deferral / active EE | $2,571 | $4,358-41.0% | $5,602-54.1% | $4,237-39.3% |
| Admin fee / account holder | $28 | $755-96.3% | $10,323-99.7% | $593-95.3% |