Filed March 2, 2012
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,148 | $79,428-29.3% | $106,548-47.3% | $79,386-29.3% |
| Participation rate | 99.4% | 74.1%+25.3pp | 76.1%+23.3pp | 70.7%+28.7pp |
| Annual return | 11.61% | 18.27%-6.7pp | 26.80%-15.2pp | 116.85%-105.2pp |
| Employer contribution / active EE | $4,307 | $2,234+92.8% | $2,819+52.8% | $2,427+77.4% |
| Participant deferral / active EE | $0 | $3,823-100.0% | $4,398-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $523-100.0% | $7,407-100.0% | $626-100.0% |