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 | $86,635 | $78,485+10.4% | $106,213-18.4% | $74,495+16.3% |
| Participation rate | 97.4% | 72.8%+24.6pp | 75.3%+22.1pp | 67.2%+30.2pp |
| Annual return | 14.93% | 15.95%-1.0pp | 116.14%-101.2pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $3,901 | $2,523+54.6% | $3,171+23.0% | $2,623+48.7% |
| Participant deferral / active EE | $0 | $4,322-100.0% | $5,016-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,232-100.0% | $11,033-100.0% | $1,942-100.0% |