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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,447 | $82,978-47.6% | $129,995-66.6% | $71,457-39.2% |
| Participation rate | 96.2% | 74.1%+22.1pp | 78.5%+17.7pp | 67.9%+28.3pp |
| Annual return | 14.71% | 20.60%-5.9pp | -137.18%+151.9pp | 28.85%-14.1pp |
| Employer contribution / active EE | $3,276 | $2,622+25.0% | $4,320-24.2% | $2,588+26.6% |
| Participant deferral / active EE | $2,128 | $4,432-52.0% | $5,820-63.4% | $4,289-50.4% |
| Admin fee / account holder | $16 | $1,729-99.1% | $10,614-99.8% | $1,587-99.0% |