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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,156 | $72,607-2.0% | $90,749-21.6% | $66,914+6.3% |
| Participation rate | 99.4% | 73.7%+25.7pp | 75.7%+23.7pp | 69.8%+29.6pp |
| Annual return | 26.47% | -12.28%+38.7pp | -12.16%+38.6pp | 1.58%+24.9pp |
| Employer contribution / active EE | $4,383 | $2,369+85.0% | $2,921+50.1% | $2,544+72.3% |
| Participant deferral / active EE | $0 | $3,977-100.0% | $4,564-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $707-100.0% | $8,445-100.0% | $593-100.0% |